Set Your CallPotential Channel Rate
- Patrick Hauser (Unlicensed)
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The purpose of this guide is to explain how to configure channel rates that will appear in the CallPotential Lead card.
Access
(A) Corporate - Click to open your list of integrated facilitates.
(B)Â Settings - Click to open your available settings.
(C) Software Settings - Click to open your software settings.
(D)Â Channel Rate (APIs) - Click to designate the rate that will be displayed for each third party integration.
Select Your Channel Rate
(E) Call Center Service CallPotential - Click to see a list of available rates.
(F) Select Rate - Select your rate you want displayed within CallPotential on your Lead card.
(G) Facility dropdown - Click to expand and see a full list of your facilities.
(H) Select a Facility(s) - Select the facility(s) you want the rate applied. Note: You can select multiple facilities at once or click the global checkbox at the top to select all the facilities.
(I) Save - Once you've completed edits, this becomes enabled. Click to apply your new setting.