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CallPotential is designed to grant specific access to a user based on the role that was assigned to them when their account was initially setup.

Roles

  • Administrator - This role has complete, unrestricted access to all features and settings in CallPotential
  • Manager - This role has the ability to create employees. Also has elevated access to other functions not available to subordinate roles.
  • Call Center Agent -This role has access to the Agent Dashboard.
  • Employee - This role has the ability to interact with leads and customers. Also has access to grading and reports.
  • Evaluator - Has access to grading and reports.


Access and Visibility

Administrator

  • Home
    • Dashboard
    • Advanced Dashboard

  • People & Places
    • Locations
    • Employees
    • Customers

  • Lead Management
    • Follow Up List
    • Search
    • Unprocessed Calls
    • Lead Card Designer
    • Customer Card Designer
    • Call Details

  • Evaluation
    • Employee Grades
    • Location Grades
    • Call of Fame
    • Employee Gradesheets
    • Location Gradesheets

  • Customers
    • Collection List
    • My Customers

  • Reports
    • Lead Management Reports
    • Call Tracking Reports
    • Collection Reports
    • Call Center Reports
    • Miscellaneous Reports
    • Dashboard

Manager

  • Manager
    • Employees
    • Employee Grades
    • Location Grades

  • Employee
    • Follow Up List
    • Search
    • Unprocessed Calls
    • Collection List
    • My Customers
    • My Grades
    • Call of Fame
    • Call Details
    • Grade Queue

  • Reports
    • Lead Management Reports
    • Call Tracking Reports
    • Collection Reports
    • Call Center Reports
    • Miscellaneous Reports
    • Dashboard

Call Center Agent

  • Call Center Dashboard
    • Unprocessed
    • Followup
    • Collection
    • Search
    • Add Lead
    • Make Call

  • Employee
    • Follow Up List
    • Search
    • Unprocessed Calls
    • Collection list
    • My Customers
    • My Grades
    • Call of Fame
    • Call Details
    • Grade Queue

  • Reports
    • Lead Management Reports
    • Call Tracking Reports
    • Collection Reports
    • Call Center Reports
    • Miscellaneous Reports
    • Dashboard

Evaluator

  • Evaluation
    • Employee Grades
    • Location Grades
    • Call of Fame
    • Employee Gradesheet
    • Location Gradesheet
    • Grade Queue

  • Reports
    • Lead Management Reports
    • Call Tracking Reports
    • Collection Reports
    • Call Center Reports
    • Miscellaneous Reports
    • Dashboard

Employee

  • Employee
    • Follow Up List
    • Search
    • Unprocessed Calls
    • Collection List
    • My Customers
    • My Grades
    • Call of Fame
    • Call Details
    • Grade Queue

  • Reports
    • Lead Management Reports
    • Call Tracking Reports
    • Collection Reports
    • Call Center Reports
    • Miscellaneous Reports
    • Dashboard



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