Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed in as an Administrator to access this option.
Click the links below for more detailed information.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.
- (B) Communications - Click to access the location's Communications settings.
Edit Communications Settings
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (C) Greeting Type dropdown | Click to select the text that appears or the audio that plays for inbound calls. The text selection can be edited or users can upload new audio.Enter the text that will be played as the call greeting. | All |
| (D) Record Outgoing Calls toggle | Toggle on to record outbound calls. Enter text that will be played informing that the call is being recorded. | All |
| (E) Record Payment Calls toggle | Toggle on to record calls categorized as payments. | All |
| (F) Hide Primary Phone When Performing Follow Up Calls toggle | Toggle to hide the primary number listed on the Lead card requiring a call be completed through CallPotential. | All |
| (G) Convert Inbound Text to Email toggle | Takes all text messages sent to a tracking number and emails the transcript to the location. | All |
| (H) Email Address (For Forward Text) | If Convert Inbound Text to Email is activated, click to enter the intended recipient email. | All |
| (I) Bypass “Press 1” to be Connected toggle | Toggle to not require the user to Press 1 to be connected for outbound calls. | All |
| (J) Default Call Route | Displays the call route the location is currently on. | All |
| (K) Override Tracking Number dropdown | The tracking number used for outbound Lead calls (selecting dynamic will use the phone number the Lead originally called in on). | All |
Save
- (L) Save - Click to save changes and return to the Location list
- (M) Cancel - Click to discard any edits made to the location and return to the Location list.
