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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 the Web Client as an CallPotential's web version as an Administrator to access the Settings icon and archive a tracking number(s).

Access

  • (A) Settingsicon - Click to access all your available administrative settings.
  • (B) Phone Numbers - Click to access the full list of editable tracking numbers, both active and archived.


Select a Tracking Number to Archive - Note: After clicking Phone Numbers, the list will initially default to showing your Active tracking numbers.

  • (C) Add a Filter dropdownFilter - Click the dropdown to filter the list by Number, Associated Ad, or Location.
  • (D)Search - Click to search by a specific number or location. As you type, the list will dynamically update.


Archive/Unarchive Tracking Number(s) - Note: These instructions apply when (E) Active is selected. If (F) Archive is selected, this process will unarchive or

make an archived

activate a tracking number(s)

available for use

. You may Archive or Unarchive more than 1 tracking number at a time.

  • (E) Active - This is the initial default setting. When selected, the list will show only Active tracking numbers. Click (F) Archive to view only archived tracking numbers. 

    • (G) Archive checkbox Archive checkbox - This will appear once a tracking number(s) is selected. Once clicked, the selected tracking number(s) will become highlighted.

    • (H) Archiveicon - Click the icon to archive the selected tracking numbers(s). The Archive icon will  will only appear when the (G) Archive checkbox is selected. Note: If (F) Archive is selected(H) will show Unarchive.