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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 subscribeSome 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
.
Icons
(A)
Workspace - Accessed from the Dashboard, provides easy access toDashboard - 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.
(
BC)Leads - Opens
scheduled Lead follow upsto your Lead Follow-Up list by default with the option to
access a complete list of all Leadsopen the full Lead list. The number above the icon indicates the
amountnumber of
outstanding Lead follow-upsFollow-Ups that need to be completed.
(
CD)History - Opens
Interaction History and defaultsto
theyour Unprocessed list by default with the option to
accessopen the full Interaction History list. The number above the icon indicates the
amountnumber of remaining unprocessed items.
(
DE)Customers - Opens to your Outstanding Collections list by default with the option to open the full Customer list. The number above the icon indicates the amount of remaining, outstanding Collection events.
(
EF)Evaluation -
Provides access to CallPotential’s Performance ManagerOpens 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.
(
FG) Reports - Provides access to
theyour Reports Dashboard.
