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RETURN TO THE MAIN SUPPORT PAGE

This guide explains how to use the navigation icons which allow you to quickly toggle between the most used aspects of the platform and the badge counters associated with them.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

If you do not subscribe

Some of these icons may not appear or contain data depending on your role, your management's setting level and whether or not your organization subscribes to the full suite of CallPotential services

, some of these pages may not contain data

.

Icons

(B) Leads - Opens scheduled Lead follow ups with the option to access a complete list of all Leads

  • (A)

Workspace - Accessed from the Dashboard, provides easy access to any open interaction card.

  • Dashboard - From anywhere in the system, click to return to the Dashboard screen.

  • (B) Workspace - Click to access any open interaction card(s). Note: If there are no interaction cards open, you will be able to search for a Lead or Customer card by clicking this icon.

  • (C)Leads - Opens to your Lead Follow-Up list by default with the option to open the full Lead list. The number above the icon indicates the

amount

  • number of

outstanding Lead follow-ups

  • Follow-Ups that need to be completed.

  • (

C

  • D)History - Opens

Interaction History and defaults

  • to

the

  • your Unprocessed list by default with the option to

access
amount

  • number of remaining unprocessed items.

  • (

D
E

  • F)Evaluation -

Provides access to CallPotential’s Performance Manager

  • Opens to your Evaluations To-Do list where you can complete evaluation tasks. The number above the icon indicates the amount of remaining evaluations that need to be completed.

  • (

F
the

  • your Reports Dashboard.

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