How to setup and start receiving email notifications regarding CallPotential activity
Table of Contents
1. Login to the WebAPP & Advanced Dashboard
First, in order to set up your email notifications, you're going to want to log in to the WebAPP. You can do this by navigating to http://app.callpotential.com and logging in with your Administrator credentials. If you have forgotten your login credentials, you can give support a call at 877-522-2557. Once you have logged in to the WebAPP, you will want to click on the "Advanced Dashboard" sub-tab.
2. Setup Email Notifications
After accessing the Advanced Dashboard, you will want to click the "Setup Email Notifications" link located under "Miscellaneous Setup". This will bring up the email notifications window.
3. District Manager Report Frequency
The first field you will see is the District Manager Report Frequency dropdown menu. This menu will allow you to select how often the DM is to be receiving reporting on completed follow up and collections actions, per each of their assigned locations. This report can be generated Daily, Weekly, or Monthly, depending on what kind of picture you want to see.
4. Settings & Save
The final fields on the Email Notifications window, from top to bottom, are as follows:
1. Send Email For New Lead Creation - By checking this box, an email will be sent every time a new lead is created
2. Send alert for delayed collection actions - By checking this box, an email will be sent every time a collection action has been delayed (Promise to Pay)
3. Admin is Displaying on Employee drop down menu - By checking this box, the Administrator's name will show up on the Employee Dropdown list in the ThinClient
Once you have finished checking all your settings, simply click the "Save" button at the bottom on the pop up window. Your new email notifications settings have now been retained.