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The Administrative side of CallPotential: from setting up your employees to managing workflows and templates.

General

Adding

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New Employees

Creating

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Customer Variables

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Setup Email Notifications

TXT

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Opt Out Functionality

Reason No Longer Needed

Allow Canned Responses

Assigning Custom Variables

Setup API User in SiteLink

How to Restrict the Move-in Button in SiteLink

Using Leads to Lease to Perform a Move-in in SiteLink

Setup Lead Webhook in SiteLink

Where Can I View my Bill

Location Management

Creating & Editing Locations

Add the Multi-ring Feature

Admin: Lead Manager

Script Card Designer

Creating Custom Lead Types

Unit Rate Adjustment Restriction

Set up Move In Options

Admin: Call Center Manager

Setting up Call Route

Setting up Call Queues

Setting up VoIP Extensions

Misc Settings

Email Notifications that Come from CallPotential

Non-Integrated

Loading Inventory

Setup Email Notifications For an Administrator

User Roles & Permissions

Workflows

Setting up Workflow

Setting up Workflow Templates

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Non-Integrated

Loading Inventory

Location Management

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