Versions Compared

Old Version 6

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

compared with

New Version 7

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


RETURN TO THE MAIN SUPPORT PAGE

This page is currently under construction. Please check back laterNote

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

System Alert - Note: When CallPotential is open on your screen, this will be the only alert indicating you of an incoming call.

  • Information Presented
    • (A) Caller name - The name associated with the phone number will appear if recognized by Caller ID. If not, it may say Unknown.
    • (B) Status - The color-coded status of the caller will be displayed. Status categories include Lead, Customer, or Previous Customer.
    • (C) Phone number - The phone number will appear if recognized by Caller ID. If not, it may say Unknown.
    • (D) Location - Indicates the location being called.


  • (E) Hide - Click to remove the System Alert from view. The (F) number badge above the Alert icon will indicate how many notifications are ready for viewing.
  • (G) Unhide System Alert - You may click the Alert icon to show hidden notifications.
  • (H) View - Click to have the system take you to the appropriate interaction card and begin working in the system. Note: You will need to separately answer the phone to begin speaking with the caller.