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The Administrative side of CallPotential: from setting up your employees to managing workflows and templates.

General

Adding new Employees

Creating Custom Variables

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Setup Email Notifications

TXT opt out Functionality

Reason No Longer Needed

Allow Canned Responses

Lead Manager

Script Card Designer

Creating Custom Lead Types

Unit Rate Adjustment Restriction

Set up Move In Options

Call Center Manager

Setting up Call Route

Setting up Call Queues

Setting up VoIP Extensions

Misc Settings

Workflows

Setting up Workflow

Setting up Workflow Templates

Non-Integrated

Loading Inventory

Location Management

Creating & Editing Locations



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