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The purpose of this guide is to explain what can be done by accessing the various Settings and Functions icons. These icons are located in the top, right corner of every CallPotential page. Note: Depending on your system access level, you may not have this complete list of icons.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Icons
(A) New -
When a new Lead walks into your location, click this to open a new
Lead card.
(B) Search - Provides a way to search for both
Customer and Lead records.
(C) Notifications - Provides important task reminders.
(D)
Settings - Provides authorized users access to
account configurations. Note: You must be assigned as an Administrator role on the account to have access to Settings.
(E) Personal Settings -
Click the dropdown to access and update such things as your username, password, and photo. You can also update the frequency of your email notifications as well as the reasons why you get notifications.
