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The purpose of this guide is to explain basic phone set-up required at the location level for calls to connect to CallPotential so they can be tracked and routed using your custom call route / IVR. The information and diagrams included here are the basic start for set-up. Depending on your custom route, and if you use CallPotential DIY Call Center and/or CallPotential Pay by Phone, your call routing may include more steps/options than just ringing to the location phone.
Note
This is ONLY required if you are using our Lead Manager or Call Center services and does NOT apply if only utilizing Collections Manager. Additionally, If you only utilize dedicated call center agents to answer calls and do not have employees answering calls at the location, then this phone set-up may not apply to your configuration.
Set Up Diagram
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Set-up Explanation
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