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RETURN TO THE MAIN SUPPORT PAGE

Note

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

Launch CallPotential

via the Application Tray - If you've recently logged into CallPotential, it may already display in the application tray. If it does, you will only need to complete steps (A) & (B). If the icon doesn't appear, you will need to complete steps (C) through (L).

  • (A)Application Tray - Click to open and access the CallPotential icon.

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  • (B) CallPotential Icon - Click to open CallPotential to your Dashboard.

     If

     If you don't see

    the CallPotential icon here, continue to step

    the icon in your application tray, proceed to step (C) to register CallPotential.

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Registering


Register CallPotential

  • (C) CallPotential desktop icon - Double click the CallPotential icon from your desktop screen.

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  • If you do not see CallPotential on your desktop, please click this link to install it.

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  • (E) Send Login to Email -

    Doubling clicking

    Double clicking the desktop icon will open this window. Enter the (D) location email in the window and click Send Login to

    Email. The location email can be found at Settings > Locations > Edit Location > Location Details >

    Email

    Address

    .

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  • (F) Log in to CallPotential - Open the email that was sent to the location email from step (E) and click Log in to CallPotential.

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Note: Depending on your Chrome settings, you may need to first click Open CallPotential in an additional popup screen before completing this step. If you accidentally click Cancel in this window, you will need to complete step (G), otherwise continue to step (H).

  • (G) Launch CallPotential - Click to launch CallPotential into your application tray

    . After clicking Launch CallPotential, you may need to complete step (H).
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Note: This step may not appear on your screen. If it doesn't, continue to step (I).

  • .

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  • (H) OK - Click OK to launch CallPotential into your application tray.

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Launch CallPotential after Registering it

  • (I) Application Tray - Click to open and access the CallPotential icon.

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  • (J) CallPotential Icon - Click

    the CallPotential icon.
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Note: This window will only appear if there are multiple locations

  • the icon to launch CallPotential to your dashboard. Note: If you are using the same

location email. If there is just one location using the location email, CallPotential will open directly to the Dashboard after you complete step (J).

  • email for multiple locations, you will need to complete steps (K) & (L).

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  • (K) Select Location(s) dropdown - Click the dropdown to select which location(s) you want to sign into.

  • (L) Launch - Click to open CallPotential to your Dashboard.

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