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How to connect to the Agent Dashboard

Table of Contents

Table of Contents

1. Log in to WebApp

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First, in order to connect to the call center as an Agent, you will have to log into the WebApp with your agent credentials. These will be provided to you by support or your District Manager/Administrator. If you have lost your log in credentials, please contact support at 877-552-2557 or support@callpotential.com

2. Connection Type

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3. Connect Via Phone

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4. Agent Dashboard

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Note

CallPotential allows a call center Agent to change their inactive status to another without needing to become active in the process.

Access

  • (A) Status Button - Click to open the Select a Status popup and select from available inactive options.

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Change Status

  • (B) Status dropdown - Click to access the list of available status options.

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  • (C) Change Status - Select the new inactive status you wish to enter.

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  • (D) Continue - Click to apply the newly selected inactive status.

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  • (E) Updated Status - The new inactive status is now reflected. 

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