Note
Italicized terms represent clickable icons on the specific screen being discussed.
The Dialer only appears after you have connected as an Agent and allows you to place outbound calls. However, you should never use this function to directly dial a Customer or Lead. These calls should always be initiated using the "Start Call" icon inside the Lead or Customer card.
Access
(A) Dialer - In the agent bar, click the icon to open.
Location
(B) Location dropdown - Click to access the location you wish to call from.
Manual Call
(C) Keypad - Click to enter numbers manually as you would a normal phone.
Contacts - The People and Locations features are only available while the Phonebook is selected.
- (D) Phonebook - Clicking accesses convenient calling options.
- (E) Locations - Access list of all location phone numbers for one-click, calling option.
- (F) People - Access list of employees registered in CallPotential for one-click, calling option.
Place Call - This becomes clickable once you've chosen a location and entered a valid number. The call will be automatically placed if you clicked a saved location or person.
(G) Phone - Click the phone icon to place a manual call.
