Dashboard

This is where you come to:

  • view summary information about campaigns — number of vendor calls completed, number of vendors pending (not yet called, set for a callback, left voicemail, bad number/wrong company), total vendors in a campaign, missed opportunities, and the status and priority of a campaign.
  • complete call follow-up actions after a call has been dispositioned through normal call workflows — callbacks, voicemails, and wrong number/company.
  • Do not use the Dashboard in place of the normal Campaign Calling Tool.

  • Export is only available on the All Campaigns tab currently. It will be implemented on the other tabs in a future release.
  • The Completed count includes campaigns manually set to Complete on the Campaign Management page. Keep in mind that a campaign with a status of Not Started or Suspended can be manually changed to Complete and these are included in the Completed count.