Accessing a Location
- Patrick Hauser (Unlicensed)
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CallPotential provides users with an administrator role the ability to add new locations and edit existing locations. This guide explains how to access the Location list by using the gear icon and search for a specific location.
Note
Italicized terms represent clickable icons on the specific screen being discussed.Â
You must be signed into the Web Client as an Administrator to access this option.
Click the links in blue below for more detailed information.
Access
(A) Settings icon - Click to access your list of available system settings.
(B) Locations - Click to access the complete list of locations, both active and archived. From here you can add new locations and edit existing ones.
Find a Location from your List
(C) Search box (Optional) - If you know the location you want to edit, you can enter its name in the search box. The list will dynamically update as you type a location's name.
(D) Archived - After clicking Locations, the system will automatically take you to the active Location list. Click to access your archived locations. For more information on archived locations and how to activate them, click here.