Agent workspace
Dial
Loading today…Reading your assigned work.
Your workday
Stay focused on the next best action.
Appointments, callbacks, and follow-ups in one place.
My production
Today
Today’s appointments
Confirm each one before the day starts.
My team
Production today
Up next
Today’s appointments, follow-ups, and callbacks.
Showing all leads
Lead list
Loading leads…
| Name | Address | Source | Campaign | Status | Last contacted | Owner | Edit |
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Appointments
Loading local appointments…
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| Date & time | Homeowner | Closer | Status | Score | SMS |
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Leaderboard & history
Your recent calls, appointments, and follow-ups.
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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.
No file selected
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
CSV column matching
Choose which CSV column contains the phone number.
Reusable listOne upload can feed several campaigns. Matching phone numbers share their saved lead status within the same product. Importing never starts dialing.
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.
Loading schedule…
When are you dialing this week?
Tap any day to add your hours. Tap a block to change or remove it — or drag it to move it, and drag its edge to make it longer.
Booked On the clock Wrap-up Dashed line = signed in
Payroll — verified paid hours
Paid = ready/waiting/on-call time proven by the browser heartbeat, plus a 15-minute credit per appointment. Wrap-up is never paid.
| Rep | Paid hours | Appt credit | Total paid | Appts | Dials | Wrap (unpaid) |
|---|
Loading pipeline…
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Everything
Every appointment, callback, and call result in one list.
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Callbacks
Loading from the dialer…
0 callbacks
Loading team performance…Reading saved calls, results, and verified dialer sessions.
Agent leaderboard
Appointments, time dialing, call volume, and wrap-up speed.
| Rank | Agent | Status | Appointments | Dialer time | Calls | Conversations | Appts / hour | Avg wrap-up | Last active |
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Call logs
Loading saved calls…
| Date & time | Lead | Agent | Campaign | Dial time | Talk time | Wrap-up | Result | Heat | Recording |
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Microphone connects when dialing starts.
Which campaigns would you like to dial?
Choose one or more campaigns✓
Saved.