Information on accessing the CallPotential ThinClient
Table of Contents
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1. Open the CallPotential desktop icon
First, in order to launch the CallPotential ThinClient, you will need to locate the icon on your desktop titled "CallPotential". It looks like a little black radio tower with blue radio waves coming out of it. Double-click on that icon in order to get the program ready to launch.
2. Launch the CallPotential taskbar icon
After double-clicking on the icon on your desktop, you will then need to locate the same icon in your taskbar. You can access your taskbar from the bottom right corner of your screen, next to the date and time. Once you find the little black radio tower, double-click on it to launch the program. If you are experiencing difficulty here, try right-clicking on the icon and then clicking "open" on the menu that pops up.
1. Lead Manager: Overview
Once you have double-clicked the icon in your taskbar, CallPotential will automatically launch into Google Chrome for you. You have now successfully opened your CallPotential ThinClient! Here, you will be able to do all of your follow up and/or collections actions, listen to unprocessed calls, create new leads, or search for existing leads/customers.