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The Administrative side of CallPotential: from setting up your employees to managing workflows and templates.

General

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Adding new Employees

Creating Custom Variables

Creating & Editing Locations

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Lead Manager

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Script Card Designer

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Setting up VoIP Extensions

General

Adding new Employees

Creating Custom Variables

Creating & Editing Locations

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Workflows

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Setting up Workflow

Setting up Workflow Templates

Performance Manager

Grading Employee Calls

Grading Location Calls

Creating Employee Gradesheet

Creating Location Gradesheet

Non-Integrated

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