Page Comparison

(A) Settings icon - To access Settings, click this icon, found in the upper right hand corner, on any page within CallPotential.

(B)Locations - View, add or remove locations,

 and configure all location specific settings.

(C)Call Routes - View, create, and edit call routes. Location call route assignment is also managed here.

(D)Variables - Manage/create custom variables. These variables can be used in scripts, campaign templates and call routes to populate values specific to a location.

(E)Phone Numbers - Manage tracking numbers. View all current tracking lines, edit tracking line configuration or acquire new tracking lines.

(F)Script Card Designer -

 Build, edit and assign cards/scripts that appear when creating new Leads or completing follow-ups. 

(G)Preset Notes - Manage and enable/disable the use of Quick Response Notes. Preset notes allow users to quickly select/add pre-populated, frequently used notes in a Customer or Lead card

(H)TXT Opt Out- Manage text settings such as text consent and unsubscribe.

(I)'Other' Disposition Reasons - Manage detailed options available for selection when a call is dispositioned as “Other”. This is for non-Lead and non-Customer calls.

(J)Workflows -

 Create, edit and assign follow-up & collection workflows. These workflows drive communication events (emails, texts & calls) for Leads & Customers.

(K)Workflow Message Templates -

 Manage the email and text templates/messages that are used in workflows. Create, edit or remove templates.

(L)Inventory - Provides the ability to add unit types, units and specials for non-integrated locations. 

(M)Lead Types - Manage Lead Types and assign unique workflows specific to a Lead Type. Here you have the ability to create new Lead Types specific to Leads created in CallPotential.

(N)Follow Up Delay Reasons - Create, edit, or remove reasons a user can select from when choosing to delay a scheduled follow-up event.

(O)Cancellation Reasons - Create, edit, or delete the list of reasons available for users to choose from when cancelling a Lead.

(P) Competitors - When cancelling a Lead, the user may need to indicate if they rented from a competitor. Click here to create a list of competitors and assign them to locations.

(Q)Rate Adjustment - Edit users' ability to adjust unit rates. Restrictions can be unique to different user roles.

(R)Ads - Manage marketing sources/ad names. Create, edit or archive ad names.

(S)Ad Types - Manage Ad Types that are selected when creating ads. Add, edit or archive.

(T)Gradesheets - Manage grade sheets which set the criteria used for grading and evaluating calls.

(U) Evaluation Engine (previously referred to as Evaluation Rules) - Set rules for calls to be automatically selected for self or peer grading.

(V)Contact Center Configuration - Basic Contact Center settings. Includes Call Queue management (unique Agent groups and Agent assignment) and Inactive Reasons Agents select when unavailable.

(W) VoIP Extensions - Set-up SIP address/extensions for Agents to select if connecting to Contact Center via a VoIP phone.

(X)Users - Access and manage system users. Add, edit or archive users.