Location Communications Settings

Note

Italicized terms represent clickable icons on the specific screen being discussed.

You must be signed into the Web Client as an Administrator to access this option.

Click the links below for more detailed information.

Field Name	Field Description
(C) Greeting Type dropdown	There are 2 greeting options available from the dropdown, Text and Audio. If you select Text, enter what will be played as the automated greeting in the text window. If you select Audio, the text window will be replaced with an Upload button which you can use to upload your Mp3 file.
(D) Record Outgoing Calls toggle	Toggle on to record outbound calls. Enter text that will be played informing that the call is being recorded.
(E) Record Payment Calls toggle	Toggle on to record calls categorized as payments.
(F) Hide Primary Phone When Performing Follow Up Calls toggle	Toggle to hide the primary number listed on the Lead card requiring a call be completed through CallPotential.
(G) Convert Inbound Text to Email toggle	Emails to the location all text messages sent to a tracking number.
(H) Email Address (For Forward Text)	If Convert Inbound Text to Email is activated, click to enter the intended recipient email.
(I) Bypass “Press 1” to be Connected toggle	Toggle to not require the user to Press 1 to be connected for outbound calls.
(J) Default Call Route	Displays the call route the location is currently on.
(K) Override Tracking Number dropdown	The tracking number used for outbound Lead calls (selecting dynamic will use the phone number the Lead originally called in on).