Overview
Read-only preview
Agent view
You can look around, but nothing can be changed.
Overview
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Reps
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| Rep | Status | Campaign | Today | Last seen |
|---|
Lead sources
Dial
Ready
Choose playlists and audio
Choose a playlist.
0 calls
0 answers
0 appointments
Dial lists
0 selected
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Audio and profile
Take connected calls on
Audio connects when you start.
You answer on: This device
Customers see calls from: Loading...
No active lead
Contact history appears when a call starts.
No active lead yet.
Closer availability isn't connected yet. Real-time slots will show here once the scheduling integration is wired up.
Manual call
Enter a phone number.
Users
Manage accounts and dial-list access.
Advanced settings
Safety and system controls. Lead uploads and campaigns now live under Leads.
Import leads Preview a CSV, then import it into a campaign.
Import leadsReady after importImported leads are available in the selected campaign. Calls begin only when a rep presses Start dialing.
New campaign dialing limits
Preview checks the file without saving leads.
Browse leads View one page at a time without loading the whole lead database.
Choose a campaign to load its leads.
Load a campaign to browse its leads.
Solar Routes lists Copy lists into the dialer.
Choose lists to import.
Lists
Edit campaign Rep access first. Dialer controls are optional.
Choose a campaign.
Assigned reps
Only checked reps can use this campaign.
Choose a campaign.
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Dialer settingsAutomatic dialing is recommended.
Automatic dialing
Starts slowly, then adjusts based on answers and available reps.
Organization do-not-call list Block numbers everywhere.
No blocked numbers yet.
Users Add users and assign lists.
Add users and choose their lists.
Lead lists
Team members
Select a person to edit their account or list access.
Campaigns
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Caller IDs
Rep results
Last 30 days.
Recent calls
Leads
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Leads by campaign
Every lead stays tied to its source and campaign.
| Campaign | Total | Ready | Worked | Status |
|---|
1
Lead sources
Upload a CSV and label where the data came from. Nothing is dialed until a rep presses Start dialing.
Current sources
Lead totals by source.
2
Campaigns
Choose lead sources and filters, assign reps, then create a campaign.
Choose leads
Start with a source, then narrow it down.
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State and location
Data and dialing filters
Playlist preview
Choose filters to see matching leads.
Assign to reps
Only assigned reps will see this playlist on the Dial page.
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| Name | Phone | Area | Utility | Agent |
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Choose a campaign
Edit dialing settings and rep access.
| Campaign | Leads | Ready | Assigned reps |
|---|
Appointments
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| Appointment | Homeowner | Contact | Campaign | Setter | Status |
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Calls
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| Started | Lead | Rep | Campaign | Result | Duration | Source |
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Appointments and reviews
Recent calls
Choose a call to book an appointment.
Appointment
Select a call.
Solar Routes closer
Call reviews
Load calls to review.