Products Log in Join Us
Products

CommPeak Dialer

My CommPeak

Cloud PBX

PBX Stats

DID Numbers

VoIP Service

SMS Service

CommPeak Softphone

Lead Routing

Speech-to-Text

Reseller

CommPeak LookUp

Whoops…Nothing found

Try other keywords in your search

Future Callback Editing

 0 Minutes

 0 Likes

 293 Views

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

To view the agent's callback list, click Agent > Future call-backs on the Dialer homepage.

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

  • 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. 

NOTE

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

  • Call - make a manual call to the lead.

  • Comments - add a comment to the lead in the window displayed.

  • 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.

Was this article helpful?

Still need help?

Reach out to our support team

Open a ticket