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Administration

Owned by Mike Elberts (Unlicensed)

Last updated: Jul 27, 2021 by Patrick Hauser (Unlicensed)

1 min read

The Administrative side of CallPotential: from setting up your employees to managing workflows and templates.

General

Adding New Employees

Creating Customer Variables

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Setup Email Notifications

TXT Opt Out Functionality

Reason No Longer Needed

Allow Canned Responses

Assigning Custom Variables

Setup API User in SiteLink

How to Restrict the Move-in Button in SiteLink

Using Leads to Lease to Perform a Move-in in SiteLink

Setup Lead Webhook in SiteLink

Where Can I View my Bill

Location Management

Creating & Editing Locations

Add the Multi-ring Feature

Admin: Lead Manager

Script Card Designer

Creating Custom Lead Types

Unit Rate Adjustment Restriction

Set up Move In Options

Admin: Call Center Manager

Setting up Call Route

Setting up Call Queues

Setting up VoIP Extensions

Misc Settings

Email Notifications that Come from CallPotential

Non-Integrated

Loading Inventory

Setup Email Notifications For an Administrator

User Roles & Permissions

Workflows

Setting up Workflow

Setting up Workflow Templates