Overview
Admins can easily check and reassign Agent's Callbacks from the Admin App. Below, we will walk through filtering and viewing your Account's Callbacks.
Contents
Searching & Viewing Callbacks
1.) Click the Reports main menu.
2.) Click the Callbacks menu option.
The Show Callbacks page will open.
3.) Configure your Date range.
- Start Date: Click the field to open the popout Calendar. Select a Date and Time.
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- Click the Month to view all twelve months for the current year.
- End Date: Click the field to open the popout Calendar. Select a Date and Time.
4.) Further narrow your results with the Filter By fields.
- (A) Filter By options include:
- Campaign: Filter Callbacks by Campaign(s).
- ID: Filter Callbacks by their Identification number.
- Lead ID: Filter Callbacks by the Lead's Identification number.
- List: Filter Callbacks by the Lead's List.
- Recipient: Filter Callbacks by Personal or System.
- Stage: Filter Callbacks by Pending, Completed, or Dismissed.
- User: Filter Callbacks by the Agent that owns it.
- (B) This field and its choices depend on which option you select in the drop-down in part A.
- (C) Click the Add Filter to configure additional Filters.
- (D) Order By options include Callback Time, Campaign, ID, Lead ID, List, and User.
- (E) You can then choose Ascending or Descending from the second drop-down.
5.) Click the Search button.
- The results will be displayed in the table below.