The List view tab provides a quick reference of recent calls performed by your agents.
Agents can refer to this tab to see all the recent activity that has occurred from their login.
The area to the left shows a list of all calls made by the agent.
This function is agent specific, meaning only the agent will see the recent activity he/she has recently performed. If the administrator is logged in to the admin account, they will only be able to see activity performed by the admin, and will need to sign in as the specific agent to see their activity from this tab.
On the top portion of this screen, there are several check boxes. Check all the boxes you wish to see the activity on. For example, if you would like to see only the sales made and the scheduled call backs, just leave the goal/lead and the scheduled boxes checked. If you’d like to see all available activity, then check all the boxes.
To the left is the “controls” column, and to the right is the “last action” column. On the left, in the “controls” column are three icons, each with their own purpose. If you click on the icon that looks like an eye, it will show you the details for that call.
The telephone is a quick way to place a call to that phone number.
The trash can is to completely remove that contact. In the “last action” field, it will tell you the last action that has been performed on this call.
For example, if you added notes, or initiated a call on that contact.
Agents can also search for records simply by typing in the leads ten digit number into the “Search” field to quickly find a record.