Updating Your Personal Settings

(A) User Icon - Click the user icon (or your personal image if already added) in the top, right corner of every page within CallPotential to access your User Settings.

(B) User Settings - From your dropdown options, you can make the following configurations;

• Edit your personal settings like name, username, password & your photo used in the system. Steps (C) through (F).

• Configure the email cadence of the District Manager Frequency Report. Step (G).

• Indicate when you get notified of certain user actions. Steps (H) through (L).

• Determine if the system labels a manual follow-up event stale and sends an email alert after a set period of time. Steps (M) & (N).

(C) Update Your Name - Click the pencil to edit your name that appears throughout the system.

(D) Update Your Username - By default, your username will be your full email address, including everything after the @ sign. Click the pencil icon to edit it.

(E) Update Your Password - Click the pencil to edit the password you use when signing into CallPotential. 

(F) Upload Photo - Your photo appears in the top, right corner of the system next to the system configuration, notification, and search icons.

(G) District Manager Frequency Report - Click the dropdown to select the frequency you will receive this report. Your options include None, Daily, Weekly or Monthly. Note: If you select Weekly, the system will ask which day of the week the report will be sent. 

Receive Emails When - Selecting options (H) through (L) will dictate what actions happen in the system that trigger an email notification.

• (H) A New Lead is Created - Email notifications will be sent to system administrators every time a new Lead is created.

• (I) A Lead is Deleted - Email notifications will be sent to system administrators every time a Lead is deleted.

• (J) Delayed Collection Actions - Email notifications will be sent to system administrators every time a system user uses the Promise to Pay feature in the Customer card.

• (K) Duplicate Lead is Created - Email notifications will be sent to system administrators every time a duplicate Lead is created in the system. This notification is important for administrators to know since Leads may get a negative impression of your company if they receive multiple communications for every step in the workflow.

• (L) An Urgent Note is Created - Email notifications will be sent to system administrators every time a system user adds a note to the Lead or Customer card and designates it Urgent.

(M) Stale Followup (Lead is Not Followed-up With) - A stale follow-up happens to manual events when those events are not acted upon by a system user within a pre-determined amount of time as indicated in Step (N). Because communicating with Leads quickly is so important, if these manual events do not get acted upon in a timely manner, a Lead may move onto one of your competitors.

• (N) Stale Followups Threshold (In Minutes) - Indicate here how long a follow-up can be scheduled and not followed-up on before a stale followup email alert is sent to the email address you have in the system. The email will notify you of Leads awaiting follow-up and provide a link to the Lead Follow-up Report. Note: This is an individual threshold limit. Other administrators and managers will be able to configure their threshold limit and will receive their reports based on the information they enter.