Agent workspace
Dial
Your workday
Stay focused on the next best action.
Appointments, callbacks, and follow-ups in one place.
Up next
Today’s appointments, follow-ups, and callbacks.
Lead list
Loading leads…
| Name | Location | Source | Campaign | Status | Last contacted | Owner | Edit |
|---|
Appointments
Loading local appointments…
| Date & time | Homeowner | Closer | Status | Score | SMS |
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Leaderboard & history
Your recent calls, appointments, and follow-ups.
Campaigns
Configure leads, users, scripts, caller IDs, and results.
Step 1 of 3
Upload a CSV
Choose the lead file. Common columns are matched automatically.
Step 2 of 3
Choose where the leads go
The CSV becomes a reusable lead list. Assign it to any campaigns now, or use it again later.
Column matching and source details
Choose which CSV column contains the phone number.
Step 3 of 3
Review before importing
No leads have been added yet.
This step creates the selected destination and imports the usable rows atomically. It never starts dialing.
Import complete
The leads were added. No calls were started.
Weekly dial schedule
Add enough campaign time to meet the weekly target.
| Date | Campaign | Start | End | Hours |
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Callbacks
Loading from the dialer…
Call logs
Loading saved calls…
| Date & time | Lead | Agent | Campaign | Duration | Result | Recording |
|---|
Microphone connects when dialing starts.
Saved.