Note
Italicized terms represent clickable icons on the specific screen being discussed.
The Dialer only appears after you have connected as an Agent and allows you to place outbound calls. However, you should never use this function to directly dial a Customer or Lead. These calls should always be initiated using the "Start Call" icon inside the Lead or Customer card.
Access
(A) Dialer - In the Agent bar, click to open the Dialer. From the Dialer, you can access saved People and Location contacts as well as dial a number as you would a regular phone.
Location
(B) Location dropdown - Click The system will default to access the first location you wish to call fromare assigned to as the number that will appear in the call recipient's caller ID. Click to access your list of available locations.
Manual Call
(C) Keypad - Click to enter numbers manually as you would a normal phone.
The dialer will initially open to the Keypad view. This allows you to click individual digits in the dialer much like calling on a cell phone. When entering a number to dial, you don't need to add the "1" in front of the area code.
Contacts
- (D) Phonebook - Clicking accesses convenient calling options.saved contact information for People and Locations. This provides convenience when dialing out.
- (E) Locations - Access list of all location phone numbers for one-click, calling optionWhen viewing the Phonebook, your Locations list will appear by default. This lists all the other company locations you have the ability to call. Once you have selected a location, the (G) Phone icon will turn green.
- (F) People - Access Click to access the full list of employees registered in CallPotential for one-click, calling option. . Once you have selected a person to call, the (G) Phone icon will turn green.
Place Call
- This becomes clickable once you've chosen a location and entered a valid number. The call will be automatically placed if you clicked a saved location or person.(G) Phone - Once a valid number has been manually entered or a person or location has been selected, this becomes enabled. Click to place the call.
