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Call Center Manager

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Created by Mike Elberts (Unlicensed) , last modified by Derek Mannino (Unlicensed) on Dec 03, 2015

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The CallPotential Call Center Module

Overview

What is Call Center

Getting Started

Connecting to the Call Center

The Agent Dashboard/Taskbar

Taking Calls

Accepting a Call

Transferring a Call

Making Calls

Placing Collections Call

Placing Followup Call

Working with Leads

Using the Neighbors Feature

Adding a new Lead (from button)

Adding a new Lead (from call)

Pull up a Pending Lead Card

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