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 to the full suite of CallPotential services, some of these pages may not contain data.
- (A) Workspace - Accessed from the Dashboard, provides easy access to any open interaction card.
- (B) Leads - Opens scheduled Lead follow ups with the option to access a complete list of all Leads. The number above the icon indicates the amount of outstanding Lead follow-ups.
- (C) History - Opens Interaction History and defaults to the Unprocessed list with the option to access the full Interaction History. The number above the icon indicates the amount of remaining unprocessed items.
- (D) Customers - Opens to Outstanding Collections by default with the option to open the full Customer list. The number above the icon indicates the amount of remaining, outstanding Collection events.
- (E) Evaluation - Provides access to CallPotential’s Performance Manager.
- (F) Reports - Provides access to the Reports Dashboard.
