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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 recorded. The information and diagrams included here show a basic set-up.  Depending on the products you have purchased, you may have a more customized route utilizing our Pay by Phone feature and/or CallPotential DIY Call Center.

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

In order for CallPotential Lead and Call Center services to function properly, your main customer/lead dialed phone numbers (so all published/advertised lines) need to connect to our system. This will allow us to track and record all calls and send the calls to your location to be answered.

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