Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
(A) Search - From any page within CallPotential, click to search either Leads or Customers.
Leads - After clicking Leads from the Search icon, the list will default to the All Lead list. Note: To produce various sorting options, click each column title.
(B) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Lead.
(C) Status dropdown - Click to search by status (Active, Rented, or Cancelled).
(D) Time dropdown - Click to search by the time a particular Lead was created.
(E) Location dropdown - Click to search by which location the Lead’s account is associated. You are able to search all locations you are assigned.
(F) (+) - Click to access these additional filtering options;
- By Name
- By Email
- By Phone Number
- By the Employee who Created the Lead
- By Lead ID
- By Lead Types
(G) Apply - Click to apply your search criteria to the result list.
(H) Reset - Click to clear all your search and filter criteria.
(I) Open - Click to access the specified Lead record.
Customers - After clicking Customers from the Search icon, the list will default to the All Customer list. Note: To produce various sorting options, click each column title.
(J) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Customer.
(K) Status dropdown - Click to search by status (Current or Delinquent).
(L) Location dropdown - Click to search by which location the Customer’s account is associated. You are able to search all locations you are assigned.
(M) (+) - Click to access additional filtering options.
(N) Apply - Click to apply your search criteria to the result list.
(O) Reset - Click to clear all your search and filter criteria.
(P) Open - Click to access the specified Customer record.
