Setup Email Notifications

How to setup and start receiving email notifications regarding CallPotential activity

Table of Contents

1. Login to the WebAPP & Advanced Dashboard

First, in order to set up your email notifications, you're going to want to log in to the WebAPP. You can do this by navigating to http://app.callpotential.com and logging in with your Administrator credentials. If you have forgotten your login credentials, you can give support a call at 877-522-2557. Once you have logged in to the WebAPP, you will want to click on the "Advanced Dashboard" sub-tab.

2. Setup Email Notifications

After accessing the Advanced Dashboard, you will want to click the "Setup Email Notifications" link located under "Miscellaneous Setup". This will bring up the email notifications window.

3. District Manager Report Frequency

The first field you will see is the District Manager Report Frequency dropdown menu. This menu will allow you to select how often the DM is to be receiving reporting on completed follow up and collections actions, per each of their assigned locations. This report can be generated Daily, Weekly, or Monthly, depending on what kind of picture you want to see.

4. Settings & Save

The final fields on the Email Notifications window, from top to bottom, are as follows:

1. Send Email For New Lead Creation - By checking this box, an email will be sent every time a new lead is created within CallPotential
2. Get email for Urgent Notes Creation - By checking this box, the user will receive an email in the even that the "urgent" checkbox is checked when a Call Center Agent is adding a note/updating a lead/customer card
3. Send alert for delayed collection actions - By checking this box, an email will be sent every time a collection action has been delayed (Promise to Pay)
4. Get Email for Stale Followups - By checking this box, an email will be sent anytime a followup has been scheduled but not completed by the management team, with the given time threshold (in minutes).
5. Admin is Displaying on Employee drop down menu - By checking this box, the Administrator's name will show up on the Employee Drop down list in the ThinClient
6. Duplicate lead notification - By checking this box, an email will be sent anytime a duplicate lead is suspected. Upon checking the box, a list of the parameters to match will pop up, for which the user can select which parameters need to match in order to claim the lead to be a duplicate

Once you have finished checking all your settings, simply click the "Save" button at the bottom on the pop up window. Your new email notifications settings have now been retained.