Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) Search - From any page within CallPotential, click to search either Leads or Customers.
Leads - After clicking Leads from the Search icon, the list will default to the All Lead list. Note: To produce various sorting options, click each column title.
- (B) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Lead.
- (C) Status dropdown - Click to search by status (Active, Rented, or Cancelled).
- (D) Time dropdown - Click to search by the time a particular Lead was created.
- (E) Location dropdown - Click to search by which location the Lead’s account is associated. You are able to search all locations you are assigned.
- (F) (+) - Click to access additional filtering options
- (G) Apply - Click to apply your search criteria to the result list.
- (H) Reset - Click to clear all your search and filter criteria.
- (I) Open - Click to access the specified Lead record.
Customers - After clicking Customers from the Search icon, the list will default to the All Customer list. Note: To produce various sorting options, click each column title.
- (J) Search - Click the window and enter a first or last name, phone number or email address to search for a specific Customer.
- (K) Status dropdown - Click to search by status (Current or Delinquent).
- (L) Location dropdown - Click to search by which location the Customer’s account is associated. You are able to search all locations you are assigned.
- (M) (+) - Click to access additional filtering options.
- (N) Apply - Click to apply your search criteria to the result list.
- (O) Reset - Click to clear all your search and filter criteria.
- (P) Open - Click to access the specified Customer record.
