Once you've created Custom Variables, they will need to be defined at your locations.
By definingDefining a variable means that it will need to be customized for the specific location. For example, if you create the Custom Variable, Manager Name, you will then need to identify a name to
enter the actual Manager Name, i.e.replace the Custom Variable; for example, John Smith.
This wayBy doing this, every place the variable appears in places like your script or collection or follow-up communication, it will be replaced with John Smith. The purpose of this guide is to explain how to link a Custom Variable to an actual value.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into CallPotential's web version as an Administrator to access the Settings icon and define variables at the location level.