Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on your access level, you may not have this complete list of icons.
- (A) New - Launches a new lead card.
- (B) Search - Provides a way to search for both Customers (tenants) and Leads.
- (C) Notifications - Provides important task reminders.
- (D) System Settings - Provides authorized users access to account settings.
- (E) Personal Settings - Allows all users access to adjust things such as their password, add a picture and logout of CallPotential.
