Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on your access level, you may not have this complete list of icons.
Icons
(A) New - Launches a new lead card.
(B) Search - Provides a way to search for both Customers (tenants) and Leads.
(C) Notifications - Provides important task reminders.
(D) Settings - Provides authorized users access to account settings. You must be assigned as an Administrator on the account to have access to settings.
(E) Personal Settings - Access to individual users setting such as password, email notifications and logout of CallPotential.
