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"Urgent" Note Feature
"Urgent" Note Feature
- Charles Loggins III (Unlicensed)
- Wendy Pirkins (Unlicensed)
Owned by Charles Loggins III (Unlicensed)
What is the "Urgent" note feature used for?
The "urgent" checkbox next to the notes field on the lead card/customer card, when checked, will append "URGENT: " to the beginning of the email subject header (that is generated and sent to the location email address upon adding a note to a lead/customer).
- This ONLY appends the "URGENT: " to the subject header in the event that the Urgent box is checked.
- By default, the box will remain unchecked until checked by the user.
- This feature works primarily for Call Center Agents only. Though the feature shows up for anyone who logs into the web app as well as the location application (thinclient), emails will only be sent to the location if used by a call center agent who is logged into the call center.
Locating the "Urgent" checkbox feature - Below is where you will locate the "Urgent" checkbox whether on a lead card as a script or form, or for a customer card.
- (A) Lead Card as a Script
- This is normally a typical view of the lead card as viewed by call center agents in the web app.
- As with any lead card when adding notes, you will need to click the Save button at the bottom of the lead card in order to add the note.
- (B) Lead Card as a Form
- This is mostly the view of the lead when pulling up a lead from the "Search" page.
- As with any lead card when adding notes, you will need to click the Save button at the bottom of the lead card in order to add the note.
- (C) Customer Card
- Unlike Lead Cards, notes are added to the account by clicking the Add button. Prior to clicking Add, you must check the "Urgent" box in order for the location to receive the email notification with the header/subject line to include "Urgent : ".
Email Notifications
- (A) Locations
- Upon checking the Urgent checkbox and clicking Save (for Lead Cards) or clicking Add for Customer Cards, an email is automatically sent to the email address associated with that location to notify the property manager.
- The header/subject will appear as the following text: "Urgent : Lead Update Notification" or "Urgent : CallPotential - New Customer Note Notification"
- (B) Manager/Site Administrator
- User profiles that have the role of Manager (for District or Regional Managers) or Site Administrator, they have the ability to receive these notifications for the locations that are associated to their profiles.
- By logging into the Web App (https://app.callpotential.com/) and navigating to the "Setup Email Notification" blue hyperlink, the email notification prompt will appear where they are able to check or uncheck this feature (see image to the right).
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