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If a company has any sort of firewall setup at their location they will need to whitelist a few URL's for CallPotential to work. This information can be given to their IT to add to their system firewall:

*.callpotential.com (needed for anything CP to work)
*.newrelic.com (server monitoring software, site will experience script errors if this isn't whitelisted)
*.fastly.net (used by newrelic)
*.livechatinc.com (allows access to our chat support)
*.infusionsoft.com (allows access to forms on our web site)
*.twilio.com (our telco provider)
*.bootstrapcdn.com (used by the thin client)

*maps.googleapis.com

*google-content.com



sendgrid.com
sendgrid.net
sendgrid.me
sendgrid.info  

Port 9002 (used by the thin client to receive push notifications)
Port 9001 (used by Call Center software)


If they just use a default Windows firewall, you can set it up yourself by following these steps:

  1. Remote into their computer

    1. Have the user open CallPotential support or Teamviewer and send the 9 digit ID number
    2. If they do not have it, use this link: http://download.callpotential.com/support.exe 
  2. Access the Firewall Settings

    1. Open the Control Panel
      1. Type in "Firewall" to the search
      2. Click "Windows Firewall"
      3. Click Advanced Settings on the left side
  3. Create exceptions in the Firewall for the appropriate ports

    1. Click Inbound Rules
      1. Click "New Rule.." on the right side
      2. Select Port and click Next
      3. Check TCP and Specific local ports: "9001,9002". Click Next
      4. Check Allow the connection, click Next
      5. Click Next again
      6. Enter in the name: "CP TCP". Click Finish
      7. Click "New Rule.." again
      8. Select Port and click Next
      9. Check UDP and Specific local ports: "9001,9002". Click Next
      10. Check Allow the connection, click Next
      11. Click Next again
      12. Enter in the name: "CP UDP". Click Finish
    2. Click Outbound Rules
      1. Click "New Rule.." on the right side
      2. Select Port and click Next
      3. Check TCP and Specific local ports: "9001,9002". Click Next
      4. Check Allow the connection, click Next
      5. Click Next again
      6. Enter in the name: "CP TCP". Click Finish
      7. Click "New Rule.." again
      8. Select Port and click Next
      9. Check UDP and Specific local ports: "9001,9002". Click Next
      10. Check Allow the connection, click Next
      11. Click Next again
      12. Enter in the name: "CP UDP". Click Finish
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