Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
If you do not subscribe to the full suite of CallPotential services and depending on your management's settings, some of these icons may not appear or contain data.
Icons
- (A) Dashboard - From anywhere in the system, click to come back to the Dashboard screen.
- (B) Workspace - Click to access any open interaction card.
- (C) Leads - Opens scheduled Lead follow ups with the option to access a complete list of all Leads. The number above the icon indicates the amount of outstanding Lead follow-ups.
- (D) History - Opens Interaction History and defaults to the Unprocessed list with the option to access the full Interaction History. The number above the icon indicates the amount of remaining unprocessed items.
- (E) Customers - Opens to Outstanding Collections by default with the option to open the full Customer list. The number above the icon indicates the amount of remaining, outstanding Collection events.
- (F) Evaluation - Provides access to CallPotential’s Performance Manager.
- (G) Reports - Provides access to Reports.
