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Administration

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Created by Mike Elberts (Unlicensed), last modified by Patrick Hauser (Unlicensed) on Jul 27, 2021

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The Administrative side of CallPotential: from setting up your employees to managing workflows and templates.

General

Adding New Employees

Creating Customer Variables

Acquiring a Tracking Number

Creating an Ad Source

Adding Other Reasons

Setup Email Notifications

TXT Opt Out Functionality

Reason No Longer Needed

Allow Canned Responses

Assigning Custom Variables

Setup API User in SiteLink

How to Restrict the Move-in Button in SiteLink

Using Leads to Lease to Perform a Move-in in SiteLink

Setup Lead Webhook in SiteLink

Where Can I View my Bill

Location Management

Admin: Lead Manager

Admin: Call Center Manager

Email Notifications that Come from CallPotential

Non-Integrated

Setup Email Notifications For an Administrator

User Roles & Permissions

Workflows

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