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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Launch CallPotential - If you've recently logged into CallPotential, the logo may already display in the application tray. If it does, you will only need to complete steps (A) & (B) to open CallPotential. It's only If the icon doesn't appear, that you will need to complete steps (C) through (L).
(A) Application Tray - Click to open and access the CallPotential icon.
- (B) CallPotential Icon - Click to open CallPotential to your Dashboard. If you don't see the CallPotential icon here, continue to step (C).
Register CallPotential
- (C) CallPotential desktop icon - Double click the CallPotential icon from your desktop screen.
- (E) Send Login to Email - Double clicking the desktop icon will open this window. Enter the (D) location email in the window and click Send Login to Email.
- (F) Log in to CallPotential - Open the email that was sent to the location email from step (E) and click Log in to CallPotential.
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.
- (H) OK - Click OK to launch CallPotential into your application tray.
Launch CallPotential after Registering it
- (I) Application Tray - Click to open and access the CallPotential icon.
- (J) CallPotential Icon - Click the icon to launch CallPotential to your dashboard. Note: If you are using the same email for multiple locations, you will need to complete steps (K) & (L).
- (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.
