Scheduled Calls

The agents' leads saved as personal scheduled meetings are stored in the scheduled calls list. Agents can view and edit these leads and make manual calls to them.

Agents can view how many scheduled calls they have each day in their dashboard's Meetings for Today widget.

My future callback section below the widget shows lead names and exact times of the meetings. The agents can scroll between the days using the arrows.

The Scheduled Calls page offers additional actions. Go to Workspace > Contacts in the main menu or click the Meetings for Today widget to open it.

Agents will see all the leads assigned to them.

There are three filter options to limit the pool of displayed results:

• Campaign filters - select the campaign, user, and/or lead status. You can also select user tags.

  

• Lead filters - filter by lead attributes, such as name, phone number, original identifier, country, or ID.
  Also, we have added the email filter.

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• Time filters - specify the date and time defined for the next callback.

  

In the Call After column, you can edit the date and time of your future call. Click the field and in the pop-up window, select the required values, and then click Done. Then select the time zone - the lead’s or the agent’s - and click Save.

The Actions column suggests actions to perform.

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NOTE

The actions available in the list may vary depending on Dialer customization.

• Call - make a manual call to the lead.
  You can edit lead details right from the call.

  

• Comments - do the following actions in the window displayed:

  1. View a comment content in a pop-up window by clicking the quote image in the Actions column.
  2. Add comments using the Create new comment button above the table.
  3. Export selected comments as .csv or .xls files using the Export To control in the top-right above the table.
  4. Delete chosen or all comments in your search results using the mass action control at the bottom.

  

• History - view the lead history, all or filtered by action type.

  

• Unassign - click to remove the lead assignment from yourself and allow the system to return the lead to the general calling pool.