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Future Callback Editing

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

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

You will see all the leads assigned to you.

You can use three filter options to limit the pool of displayed results:

  • Campaign filters - select the campaign and/or lead status

  • Lead filters - filter by lead attributes, such as name, phone number, original identifier, or country. 

  • 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.

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