Solar Dialer Call Center

PausedChoose campaigns, then press Ready.

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Transcript

A saved transcript appears here after a recorded call is processed.

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Your workspace is ready

Select campaigns and press Ready. The lead profile, call result, and live tools appear when a call connects.

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Loading campaigns…Reading available campaigns

Search Call result State Campaign

More filters

Eligibility Source Data age Utility City CSV list

Showing all leads

Lead list

Loading leads…

Name	Location	Source	Campaign	Status	Last contacted	Owner	Edit

Showing 0–0 of 0Rows

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Active campaigns—Loading

Leads ready—Loading campaigns

Agents assigned—Loading

Campaigns

Configure leads, agents, scripts, caller IDs, and results.

Step 1 of 5

Upload a lead file

Choose a CSV. You will review every count before anything is added.

⇧Drop a CSV file hereor click to browse · up to 12 MB

No file selected

Step 2 of 5

Match the columns

Common columns are matched automatically. Change any dropdown when your CSV uses a different name.

Choose which CSV column contains the phone number.

Step 3 of 5

Name and assign the CSV list

CSV list nameUse this name to organize leads and build campaigns.Original CSV fileLead sourceCampaignSource detailData freshnessInitial status

Step 4 of 5

Review before importing

—Ready to import

—Duplicates skipped

—Invalid rows

—DNC skipped

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No leads have been added yet.
Importing adds reviewed usable leads as ready. It never starts dialing.

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Import complete

The leads were added. No calls were started.

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Callbacks

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0 callbacks Rows

Search Call result Campaign Agent Date range

Call logs

Loading saved calls…

Date & time	Lead	Agent	Campaign	Duration	Result	Recording