Note
Italicized terms represent clickable icons on the specific screen being discussed.
Call Bar -
UponAfter initially logging into CallPotential, the Call Bar
willmay be grey indicating you still need to connect as an Agent
. After clicking (B) Connect, please refer to the specific method below you plan to use for detailed connection instructions. Your management team will let you know your connection method. Detailed instructions are listed below for the connection option you chose.
- (A) Call Bar dropdown - After logging into CallPotential, click Click to access the Connect optionsdropdown.
- (B) Connect - Click to access the your connection options.
Initial Connection Status - By default, your login status will be set as Ready. If you will not be immediately ready to
make and take calls.accept calls upon connecting, than select another option from the dropdown. Login status options are customized by your management.
(C) Status dropdown - Click to change your initial connection status.
Connect via Phone -
Your management team will let you know if this is your connection method.
(D) Connect via Phone - Click to accept calls via a traditional phone.
- (E) Phone Number - Enter the phone number you wish to use to receive calls.(E(digits only) of the line you will be using to answer calls. You may need to confirm this number with your management team as additional numbers may have been configured on your phone line as part of the Contact Center set-up.
- (F) Connect - Click Connect to become a connected Agent ready to make and take phone calls.
Connect via Computer -
Depending on your login status, you may be immediately ready to make and take calls. Login options are customized by your management.- (F) Computer - Click the connect by computer option.
Your management team will let you know if this is your connection method.
(G) Connect via Computer - Click to accept calls through your computer. You must have a working headset to accept calls via computer.
(H) Connect - Click
Connectto connect as an Agent.
Connect via VoIP Phone -
You will be immediately ready to make and take callsYour management team will let you know if this is your connection method.
(
HI) Connect via VoIP Phone - Click
the connect by VoIP phone option.
- (I
to accept calls if your SIP address is configured through CallPotential.
- (J) Extension dropdown - Click to select the extension you wish to connect with.
- (JK) Connect - Click Connect to connect as an Agent.
