PURPOSE
Note
Italicized terms represent clickable icons on the specific screen being discussed.
If you do not subscribe to the full suite of CallPotential services and depending on Some of these icons may not appear or contain data depending on your role, your management's settings , some of these icons may not appear or contain datalevel and whether or not your organization subscribes to the full suite of CallPotential services.
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. Note: If there are no interaction cards open, you will be able to search for Lead or Customer cards by clicking this icon.
- (C) Leads - Opens scheduled Lead follow ups to your Lead Follow-Up list by default with the option to access a complete list of all Leadsopen the full Lead list. The number above the icon indicates the amount number of outstanding Lead follow-upsFollow-Ups that need to be completed.
- (D) History - Opens Interaction History and defaults to the your Unprocessed list by default with the option to access open the full Interaction History list. The number above the icon indicates the amount number of remaining unprocessed items.
- (E) Customers - Opens to your Outstanding Collections list 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 - Opens to your Evaluations To-Do list. The number above the icon indicates the amount of remaining evaluations that need to be completed.
- (G) Reports - Provides access to your Reports Dashboard.
