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.
Please note some users and/or options may not be available depending on what modules you are currently signed up for.

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. Available to customers using the Performance Manager module.

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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