Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
In order to open CallPotential to the appropriate interaction card, you will need to complete this 2-step process.
Step 1 - App Alert
- 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) Phone number - The phone number will appear if recognized by Caller ID. If not, it may say Unknown.
- (C) Status - The status associated with the phone number will display Lead, Customer, Previous Customer or Unknown.
- (D) Ad Source - The Ad Source associated with the number being called will display.
- (E) Open CallPotential - Click anywhere on the alert to open CallPotential and begin working in the system. The system will either open to your last view or a blank Workspace screen if this is the first time CallPotential has been opened for the day. Note: You will need to separately answer the phone to begin speaking with the caller.
Step 2 - System Alert - Note: After clicking the App Alert to open CallPotential, you will need to click the System Alert in order to access the appropriate interaction card.
- Information Presented
- (F) Caller name - The name associated with the phone number will appear if recognized by Caller ID. If not, it may say Unknown.
- (G) Status - The color-coded status of the caller will be displayed. Status categories include Lead, Customer, or Previous Customer.
- (H) Phone number - The phone number will appear if recognized by Caller ID. If not, it may say Unknown.
- (I) Location - Indicates the location being called.
- (J) Hide - You may click to remove the System Alert from view. The (K) number badge above the Alert icon will indicate how many notifications are ready for viewing.
- (L) Unhide System Alert - Click the Alert icon to show hidden notifications.
- (M) View - Click to have the system take you to the appropriate interaction card and begin working in the system.
