Purpose of this guide is to explain how to access and edit your personal user settings. Please note that settings for Email Notifications are only available to those with an Administrator or Manager role in your account.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access
- (A) User Icon - Click the user icon (or your personal image if already added) in the top, right corner of every page within CallPotential to access your User Settings.
- (B) User Settings - From your dropdown options, you can make the following configurations;
- Edit your personal settings like name, username, password & your photo used in the system. Steps (C) through (F).
- Configure the email cadence of the District Manager Frequency Report. Step (G).
- Indicate when you get notified of certain user actions. Steps (H) through (L).
- Determine if the system labels a manual follow-up event stale and sends an email alert after a set period of time. Steps (M) & (N).
General Settings
- (C) Update Your Name - Click the pencil to edit your name that appears throughout the system.
- (D) Update Your Username - By default, your username will be your full email address, including everything after the @ sign. Click the pencil icon to edit it.
- (E) Update Your Password - Click the pencil to edit the password you use when signing into CallPotential.
- (F) Upload Photo - Your photo appears in the top, right corner of the system next to the system configuration, notification, and search icons.
Email Notifications - Note: These settings are specific only to users who have an Administrator or Manager role.
- (G) District Manager Frequency Report - Click the dropdown to select the frequency you will receive this report. Your options include None, Daily, Weekly or Monthly. Note: If you select Weekly, the system will ask which day of the week the report will be sent.
- Receive Emails When - Selecting options (H) through (L) will dictate what actions happen in the system that trigger an email notification.
- (H) A New Lead is Created - Email notifications will be sent to system administrators every time a new Lead is created.
- (I) A Lead is Deleted - Email notifications will be sent to system administrators every time a Lead is deleted.
- (J) Delayed Collection Actions - Email notifications will be sent to system administrators every time a system user uses the Promise to Pay feature in the Customer card.
- (K) Duplicate Lead is Created - Email notifications will be sent to system administrators every time a duplicate Lead is created in the system. This notification is important for administrators to know since Leads may get a negative impression of your company if they receive multiple communications for every step in the workflow.
- (L) An Urgent Note is Created - Email notifications will be sent to system administrators every time a system user adds a note to the Lead or Customer card and designates it Urgent.
- (M) Stale Followup (Lead is Not Followed-up With) - A stale follow-up happens to manual events when those events are not acted upon by a system user within a pre-determined amount of time as indicated in Step (N). Because communicating with Leads quickly is so important, if these manual events do not get acted upon in a timely manner, a Lead may move onto one of your competitors.
- (N) Stale Followups Threshold (In Minutes) - Indicate here how long a follow-up can be scheduled and not followed-up on before a stale followup email alert is sent to the email address you have in the system. The email will notify you of Leads awaiting follow-up and provide a link to the Lead Follow-up Report. Note: This is an individual threshold limit. Other administrators and managers will be able to configure their threshold limit and will receive their reports based on the information they enter.
