CallPotential is designed to grant specific access to a user based on the role that was assigned to them when their account was initially setup.
Please note some users and/or options may not be available depending on what modules you are currently signed up for.

Roles

• Administrator - This role has complete, unrestricted access to all features and settings in CallPotential
• Manager - This role has the ability to create employees. Also has elevated access to other functions not available to subordinate roles.
• Call Center Agent -This role has access to the Agent Dashboard.
• Employee - This role has the ability to interact with leads and customers. Also has access to grading and reports.
• Evaluator - Has access to grading and reports.

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