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4. Advanced Form & Basic Information
After selecting "Advanced Setup", you will be brought to an entirely new page. The Advanced Location Setup page has six tiers, the first one being Basic Information. The fields are as follows:
1. Location name: The unique name of your location
2. Primary Phone: The primary phone number at the location, where all CallPotential tracking lines will forward into
3. Outbound Phone: The number of the phone you want to ring when managers do outbound calls through CallPotential
4. Display Phone: This field puts the value into a system variable, which you can use in other areas of the software
5. Setup Hours: By clicking this link, you will be able to set up location hours and access hours
6. Greeting: Either text-to-speech, or an mp3 recording that will play prior to connecting to the site when a customer calls in
7. Checkboxes: You will be able to check whether or not to record outgoing calls, enable whispers (to let the manager know what tracking number was called), as well as if you would like the primary phone number to be hidden
8Record Outgoing Calls: By checking this box, you will record outbound calls. You can then elect to type in a message to play to the customer, prior to the call connecting
8. Checkboxes: The next three checkboxes enable call transcription (to text), ad name whispers that play to the manager prior to connecting the call, and the hide primary phone feature, which makes managers select their name prior to seeing the customer's phone number
9. Timezone: You will be able to select the timezone time zone this location exists in, and if you wish to use daylight savings
910. Friendly Name: This field puts the value into a system variable, which you can use in other areas of the software
11. Checkboxes: The next two checkboxes require the manager to enter a source when creating a new lead, and bypass the "press 1 to be connected to the customer" message, when doing outbound phone calls
Other fields on the card include the Location Address, the state and city, postal code, location email, and website. You will also be able to load images for your location, that you can also use by calling on a system variable elsewhere in the system. Simply click the "Upload Images" link on the right side of the card and use the uploader form. Once you are finished with this tier, go ahead and click the "Next" button.
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