This guide explains how to archive locations when they are no longer using CallPotential's platform and how to activate archived locations. Archiving a location removes it from all system functions. Note: You need to contact your account manager or CallPotential support before archiving or activating location(s) so they can add or remove integrations, turn on or off workflows and activate or archive its phone numbers.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client as an Administrator to perform these actions.
Click the links below for more information about how to access the location list.
Access Active Locations
Select Location(s) to Archive
- (A) Active label - From the location list, confirm the Active label this is selected, indicating only active locations are listed. If the Active label is white, click to select it.
- (B) Locationcheckbox - Locate the location(s) you wish to archive. You may select multiple locations to archive at once.
Archive Location(s)
- (C) Archive label - Once your location(s) have been selected, this will appear and become enabled. Click it to remove the selected location(s) from the system.
Access Archived Locations
Select Location(s) to Activate
- (D) Archived label Archived - From the location list, confirm the Archived label is selected, indicating only archived locations are listed. If the Archived label is white, click to select it.
- (E) Location checkbox - Locate the location(s) you wish to activate. You may select multiple locations to unarchive activate at once.
Unarchive Location(s)
- (F) Unarchive label - Click to unarchive the selected location(s) access to the system. All previous settings will be reinstated.
