Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
System Alert - Note: When CallPotential is open on your screen, this will be the only alert indicating you of an incoming call.
- Information Presented
- (A) Caller name - The name associated with the phone number will appear if recognized by Caller ID. If not, it may say Unknown.
- (B) Status - The color-coded status of the caller will be displayed. Status categories include Lead, Customer, or Previous Customer.
- (C) Phone number - The phone number will appear if recognized by Caller ID. If not, it may say Unknown.
- (D) Location - Indicates the location being called.
- (E) Hide - Click to remove the System Alert from view. The (F) number badge above the Alert icon will indicate how many notifications are ready for viewing.
- (G) Unhide System Alert - You may click the Alert icon to show hidden notifications.
- (H) View - Click to have the system take you to the appropriate interaction card and begin working in the system. Note: You will need to separately answer the phone to begin speaking with the caller.
