CallPotential Support
Here you will find answers to your questions in using the software.
Overview
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What is Lead Manager
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Updating your Inventory
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Leads
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Entering a Lead from A Call
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Entering a Walk In Lead
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Marking a Lead as Rented
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Cancelling a Lead
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Listen to Previous Call Recordings and Messages
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Follow Ups
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Placing a Followup Call
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Sending a Followup SMS
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Sending a Followup Email
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Doing a Followup outside of the Schedule
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Delaying Followups for a Specific Lead
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Followup Exclusions
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Search
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Searching for A Lead
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Searching for A Cancelled Lead
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Reactivating a Lead
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Customers
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Searching for a Customer
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Entering a Payment
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Unprocessed Calls
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Why are the Calls Listed Here?
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Listening to an Unprocessed Call
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Processing a Call from the List
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How to Look for Old Calls
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