Overview Interface
The Overview Interface is your main dashboard where you can quickly monitor activity, track performance, and access key features of your account. It provides a centralized view of your leads, deals, and overall system activity.
134 articles
- Overview Interface: Add New Calling ListAdding a new calling list allows you to organize contacts for outbound calls, track progress, and streamline your team’s workflow.
- Overview Interface: Buying Phone NumberPurchasing a phone number allows you to make and receive calls directly within the platform, improving communication with your leads and clients.
- Overview Interface: How to Assign ProjectsAssigning projects in the Overview Interface allows you to link a static list or workflow to a specific project or owner. This helps organize work, improve tracking, and ensure accountability…
- Overview Interface: How to Add Contacts in Company SectionThe Company section allows you to manage organizations and associate multiple contacts under a single business or entity.
- Overview Interface: How to Add Contacts in People SectionThe People section allows you to store and manage your contacts, including leads, clients, and other important profiles.
- Overview Interface: How to Add Filters in DealsFilters in the Deals Section help you quickly narrow down and organize your deals based on specific criteria. This makes it easier to track progress, monitor pipelines, and focus on…
- Overview Interface: How to Add NoteAdding a note in the Overview Interface allows you to attach important information, updates, or context to a static list or project. This helps teams stay informed and maintain clear…
- Overview Interface: How to Add TasksAdding tasks in the Overview Interface helps you organize work items linked to static lists or projects. This ensures tasks are properly tracked, assigned, and managed within the system
- Overview Interface: How to Archived Calling ListArchiving a Calling List allows you to remove it from active use while keeping all its data for future reference, reporting, or analysis.
- Overview Interface: How to Assign an Owner of Calling ListAssigning an owner ensures accountability and helps track who is responsible for managing and following up on the contacts in a calling list.
- Overview Interface: How to Bridge a Phone CallBridging a phone call allows you to connect two or more participants into a single conversation, making collaboration easier and more efficient.
- Overview Interface: How to Change in Grid ViewThe Grid View allows you to display static lists, projects, or tasks in a card-based layout. This view is useful for quickly scanning items visually and organizing them in a…
- Overview Interface: How to Change in Kanban ViewThe Kanban View allows you to manage tasks or items in a visual board format, where work is organized into columns based on status or workflow stages.
- Overview Interface: How to Change in List ViewThe List View allows you to display static lists, projects, or tasks in a structured table format. This view is useful for quickly scanning, filtering, and managing items in a…
- Overview Interface: How to Change Projects in Board ViewThe Board View allows you to manage static lists using a visual, column-based layout. Each column typically represents a project or category, making it easy to move lists between projects.
- Overview Interface: How to Change Projects in List ViewThe List View allows you to quickly manage and update projects directly from a structured table format. From here, you can easily change the project assigned to a static list…
- Overview Interface: How to Change the View to Column View - People SectionThe Column View in the People Section organizes contacts into vertical columns based on stages or categories (similar to a pipeline view). This layout is ideal for tracking progress and…
- Overview Interface: How to Change the View to Grid View - Company SectionThe Grid View in the Company Section displays companies in a visual, card-style layout. This format makes it easier to browse and quickly view key company details at a glance.
- Overview Interface: How to Change the View to Grid View - People SectionThe Grid View in the People Section displays contacts in a visual, card-style layout. This format is ideal for quickly browsing profiles and viewing key information at a glance.
- Overview Interface: How to Change the View to List View - Company SectionThe List View in the Company Section allows you to display companies in a structured, table-style format. This makes it easier to scan details, compare records, and manage multiple companies…
- Overview Interface: How to Change the View to List View - People SectionThe List View in the People Section provides a clean, structured layout that displays contacts in rows with key details, making it easier to scan, sort, and manage large volumes…
- Overview Interface: How to Change to Board ViewThe Board View in the Deals Section displays deals in a column-based layout (similar to a pipeline or kanban board). This view helps you visually track deal progress across different…
- Overview Interface: How to Change to Cancelled StatusThe Cancelled status is used for static lists that have been intentionally stopped before completion. These lists are no longer active and will not proceed further in the system.
- Overview Interface: How to Change to Done StatusThe Done status is used for static lists that have completed their process. This view helps you review finished lists for reporting, tracking, or historical reference.
- Overview Interface: How to Change to List View - NoteThe List View – Note option allows you to switch the Overview Interface into a structured list format while focusing on items that contain notes.
- Overview Interface: How to Change to Planned StatusThe Planned status allows you to view static lists that are scheduled or prepared but not yet active. This is useful for organizing upcoming campaigns or workflows before they go…
- Overview Interface: How to Change to Stuck StatusThe Stuck status helps you identify static lists that are not progressing as expected due to errors, system issues, or incomplete configurations. This view is useful for troubleshooting and ensuring…
- Overview Interface: How to Change to Table ViewThe Table View in the Deals Section displays deals in a structured, row-and-column format. This layout is ideal for reviewing detailed information, comparing deals, and managing large datasets efficiently.
- Overview Interface: How to Check Active Phone NumberActive Phone Numbers are contacts that are currently reachable and ready for calling or messaging. Monitoring these ensures your team focuses only on contacts that can be contacted immediately.
- Overview Interface: How to Check Active ProjectsThe Active Projects view allows you to see all projects that are currently in progress within the system. This helps you monitor ongoing work, track assigned static lists, and manage…
- Overview Interface: How to Check Rewards and MilestonesThe Rewards and Milestones section allows you to track your progress, view achievements, and see any incentives you’ve unlocked.
- Overview Interface: How to Import Contacts in People SectionThe Import Contacts feature allows you to quickly upload multiple contacts into the People section using a file (e.g., CSV or Excel), saving time from manual entry.
- Overview Interface: How to Import Contacts in Company SectionThe Import Contacts feature in the Company section allows you to upload multiple contacts and associate them with specific companies in bulk, making it easier to manage business relationships.
- Overview Interface: How to Quick Filters in Company SectionQuick Filters in the Company Section help you easily sort and find specific companies based on selected criteria. This feature saves time by allowing you to instantly narrow down your…
- Overview Interface: How to Quick Filters in People SectionQuick Filters in the People Section allow you to quickly sort and locate contacts based on specific criteria. This makes managing large contact lists faster and more efficient.
- Overview Interface: How to Configure Column - Company SectionConfiguring columns in the Company Section allows you to customize which information is displayed in List View. This helps you focus on the most relevant data and improves workflow efficiency.
- Overview Interface: How to Search DealsThe Search function in the Deals Section allows you to quickly find specific deals using keywords or relevant information. This helps you save time and easily locate records without scrolling…
- Overview Interface: How to See All PipelinesViewing all pipelines in the Deals Section allows you to monitor different sales processes, track deal progress, and manage multiple workflows in one place.
- Overview Interface: How to Check Pipeline SettingsPipeline Settings in the Deals Section allow you to view and manage the structure of your sales pipelines, including stages, workflows, and configurations.
- Overview Interface: How to Check Deals AutomationDeals Automation in the Deals Section allows you to view and monitor automated actions tied to your pipelines, such as stage changes, task creation, or notifications. Checking this ensures your…
- Overview Interface: How to Check Performance AnalyticsPerformance Analytics in the Deals Section provides insights into your sales performance, helping you track progress, measure success, and make data-driven decisions.
- Overview Interface: How to Make a Phone CallMaking a phone call through the Overview Interface is quick and seamless.
- Overview Interface: How to Make a Phone Call - Expand SidebarThe Expand Sidebar feature allows you to quickly access contact details and initiate a phone call without leaving your current view.
- Overview Interface: How to Check your CampaignsThe Overview Interface allows you to easily monitor and review your campaigns in one place.
- Overview Interface: How to Go DialpadThe Dialpad is where you can make outbound calls, manage ongoing calls, and access calling features directly from your dashboard.
- Overview Interface: How to Check Full AnalyticsThe Full Analytics section provides a complete overview of your calling and contact performance, helping you monitor team activity, campaigns, and results in one place.
- Overview Interface: How to Check your My CallsThe My Calls section lets you track all the calls you’ve made, received, or missed, providing a personal overview of your calling activity.
- Overview Interface: How to Check MessagesThe Overview Interface makes it easy to view and manage all messages associated with your contacts in one place.
- Overview Interface: How to Send MessagesThe Send Messages feature allows you to communicate directly with contacts via SMS, chat, or in-platform messaging.
- Overview Interface: How to Go Power DialerThe Power Dialer feature in the Overview Interface allows you to make calls quickly and efficiently, saving time by automatically dialing contacts in your list.
- Overview Interface: How to See All Active Power Dialer ListsThe Overview Interface allows you to view all your active Power Dialer lists, helping you manage and track your calling campaigns efficiently.
- Overview Interface: How to See All Paused Power Dialer ListsThe Overview Interface allows you to view all your paused Power Dialer lists, making it easy to manage and resume your calling campaigns when needed.
- Overview Interface: How to See All Archived Power Dialer ListsThe Overview Interface lets you access all archived Power Dialer lists, making it easy to review past campaigns for tracking, reporting, or reference purposes.
- Overview Interface: How to See All Power Dialer ListsThe Overview Interface allows you to view all Power Dialer lists—active, paused, and archived—so you can efficiently manage and track your calling campaigns.
- Overview Interface: How to See All Power Dialer Dynamic ListsThe Overview Interface allows you to access all Power Dialer dynamic lists, helping you manage campaigns that automatically update based on specific criteria or filters.
- Overview Interface: How to See All Power Dialer Saved ListsThe Overview Interface allows you to access all Power Dialer saved lists, making it easy to manage and reuse contact lists for your calling campaigns.
- Overview Interface: How to Start Dialing in Power DialerThe Power Dialer in the Overview Interface allows you to quickly and efficiently make calls to your contact lists, saving time and improving productivity.
- Overview Interface: How to Search Phone NumberThe Search Phone Number feature allows you to quickly locate a contact or lead using their phone number. This is helpful when you need to find specific contacts or verify…
- Overview Interface: How to Check All Status Phone NumberChecking the status of phone numbers allows you to see which contacts are reachable, unreachable, or require follow-up. This helps ensure your calling campaigns are efficient and accurate.
- Overview Interface: How to Check Suspended Phone NumberSuspended Phone Numbers are contacts that are temporarily or permanently inactive due to issues such as invalid numbers, carrier restrictions, or account suspensions. Monitoring suspended numbers helps keep your contact…
- Overview Interface: How to Check Owners of Phone NumbersPhone Number Owners are users or agents assigned to manage or contact specific numbers. Knowing ownership helps with accountability and ensures calls are handled by the correct person.
- Overview Interface: How to Open Calling ListA Calling List is a collection of contacts or leads prepared for calls. Opening a list allows you to view, manage, and act on the contacts within it.
- Overview Interface: How to Refresh Calling ListRefreshing a Calling List ensures you are viewing the most up-to-date contact data, including newly added leads, updated statuses, and recent activity.
- Overview Interface: How to Pause Calling ListPausing a Calling List allows you to temporarily stop all calling activities for that list without deleting or losing any data. This is useful for managing workload, avoiding duplicate calls,…
- Overview Interface: How to Saved Static ListA Static List is a fixed group of contacts that does not automatically update based on filters. This is useful when you want full control over exactly who is included
- Overview Interface: How to Go Phone Settings in Quick ActionsThe Quick Actions feature allows you to quickly access important settings—like Phone Settings—without navigating through multiple menus.
- Overview Interface: How to Search in Calling ListSearching within a calling list helps you quickly find specific contacts, making your outreach more efficient and organized.
- Overview Interface: How to Check Dialable ListA Dialable List shows the contacts that are ready to be called. Checking it ensures your team only attempts calls that are valid and reachable.
- Overview Interface: How to See Active SessionsViewing Active Sessions lets you monitor ongoing calls, who is currently calling, and track real-time activity for your team.
- Overview Interface: How to Check Dialable List - AllChecking all dialable lists ensures your team can see every list that is ready for calling, helping optimize outreach and avoid missed opportunities.
- Overview Interface: How to Check Dialable List - ActiveActive Dialable Lists are lists containing contacts that are currently ready to be called. This ensures your team only calls contacts that are valid and reachable.
- Overview Interface: How to Check Dialable List - PausedPaused Dialable Lists are lists where calling has been temporarily stopped. Checking these lists helps you monitor paused campaigns and decide when to resume calling.
- Overview Interface: How to Check Dialable List - ArchivedArchived Dialable Lists are lists that have been completed or deactivated and are no longer actively used for calling. Checking archived lists allows you to review past campaigns, analyze performance,…
- Overview Interface: How to See Active Sessions - AllThe All Active Sessions view lets you monitor every ongoing call or session in real-time, giving you full visibility of your team’s calling activity.
- Overview Interface: How to See Active Sessions - ActiveThe Active Sessions – Active view shows only the calls or sessions that are currently in progress. This allows you to monitor live activity without seeing completed or paused calls.
- Overview Interface: How to See Active Sessions - PausedThe Active Sessions – Active view displays only the calls or sessions that are currently in progress. This is useful for monitoring live activity in real time.
- Overview Interface: How to See Active Sessions - ArchivedArchived Active Sessions are sessions that have been completed or deactivated. Viewing these sessions allows you to review past activity, analyze call outcomes, and track team performance.
- Overview Interface: How to See Dynamic List - AllDynamic Lists are automatically updated lists based on filters or criteria. Viewing All Dynamic Lists lets you see every active and relevant list in your system.
- Overview Interface: How to See Dynamic List - ActiveActive Dynamic Lists show only the lists that are currently in use and automatically updating based on their criteria. This view helps you focus on lists that are actively driving…
- Overview Interface: How to See Dynamic List - PausedPaused Dynamic Lists are lists where automatic updates or campaigns have been temporarily stopped. This view helps you monitor and manage lists that are inactive but may be resumed later.
- Overview Interface: How to See Dynamic List - ArchivedArchived Dynamic Lists are lists that are no longer active or in use. Viewing archived lists lets you review past campaigns, analyze historical data, and restore lists if needed.
- Overview Interface: How to See Static List - AllStatic Lists – All displays every static list in your system, whether active, paused, or archived. Static lists are fixed groups of contacts that do not automatically update, giving you…
- Overview Interface: How to See Static List - ActiveA Static List (Active) allows you to view all currently active contacts or records that have been manually added and are not automatically updated by filters or conditions.
- Overview Interface: How to See Static List - PausedStatic Lists that are currently paused can still be accessed and reviewed anytime from the Overview Interface. This allows you to monitor inactive lists without reactivating them.
- Overview Interface: How to See Static List - ArchivedArchived Static Lists are lists that have been stored for record-keeping purposes and are no longer active. You can still access them anytime through the Overview Interface for review or…
- Overview Interface: How to Check Archived ProjectsThe Archived Projects view allows you to access projects that have been completed, closed, or stored for historical reference. These projects are no longer active but can still be reviewed…
- Overview Interface: How to Create New ProjectsCreating a new project in the Overview Interface allows you to organize static lists and workflows under a structured category. This helps teams manage tasks more efficiently and track progress…
- Overview Interface: How to See Share With Me DocumentsThe Shared With Me Documents feature allows you to view files that other users or teams have shared with you. This centralizes all externally shared documents so you can quickly…
- Overview Interface: How to See Pending Invites DocumentsThe Pending Invites – Documents section allows you to view document invitations that have been sent to you but not yet accepted. This helps you track shared files that are…
- Overview Interface: How to Refresh DocumentsThe Refresh Documents feature allows you to update the document list in the Overview Interface to ensure you are viewing the latest uploaded, shared, or modified files. This is useful…
- Overview Interface: How to Search TasksThe Search Tasks feature allows you to quickly find specific tasks within the Overview Interface. This is useful for locating assigned work, tracking progress, or reviewing task details without manually…
- Overview Interface: How to See Overdue TasksThe Due Today view helps you quickly identify tasks that require immediate attention and are scheduled for completion today.
- Overview Interface: How to See Due Today TasksThe Due Today view helps you quickly identify tasks that require immediate attention and are scheduled for completion today.
- Overview Interface: How to See Tomorrow TasksThe Overview Interface helps you quickly view and manage your scheduled work across different timeframes. To check tasks scheduled for tomorrow
- Overview Interface: How to See This Week TasksThe Overview Interface allows you to organize and monitor your workload by time range. To view tasks scheduled for this week, follow the steps below.
- Overview Interface: How to See All TasksThe Overview Interface provides a centralized view of all your work items, allowing you to manage tasks across all dates, statuses, and priorities in one place.
- Overview Interface: How to See Pending TasksThe Overview Interface helps you track unfinished work by allowing you to quickly view all pending tasks in one place. This is useful for monitoring what still needs action or…
- Overview Interface: How to See Completed TasksThe Overview Interface allows you to track finished work by viewing all completed tasks in one organized list. This helps with progress tracking, reporting, and reviewing past activities.
- Overview Interface: How to See Deleted TasksThe Overview Interface allows you to track and manage task history, including items that have been deleted (if your system supports a recycle bin or archive view).
- Overview Interface: How to See High Priority TasksThe Overview Interface helps you focus on urgent work by allowing you to filter and view all high priority tasks in one place.
- Overview Interface: How to See Medium Priority TasksThe Overview Interface allows you to organize your workload by priority level, including tasks marked as medium priority. These are important tasks that are not urgent but still require attention.
- Overview Interface: How to See Low Priority TasksThe Overview Interface lets you organize work based on importance. You can easily view all low priority tasks to help manage less urgent work and long-term items.
- Overview Interface: How to See Upcoming TasksThe Upcoming Tasks view allows you to plan ahead by displaying tasks that are scheduled for future dates.
- Overview Interface: How to See Today TasksThe Today Tasks view helps you focus on tasks that need attention within the current day, including both due and scheduled items.
- Overview Interface: How to See Past TasksThe Past Tasks view allows you to review tasks that were scheduled before today, including completed and overdue items.
- Overview Interface: How to See Completed TasksThe Completed Tasks view allows you to track and review tasks that have already been finished.
- Overview Interface: How to See All TasksThe Overview Interface provides a centralized view of all your tasks in one place, regardless of status, priority, or due date.
- Overview Interface: How to Search ActivitiesThe Search Activities feature allows you to quickly find specific activities within the Overview interface, saving time and improving productivity.
- Overview Interface: How to Search All Types ActivitiesThe Search All Types Activities feature allows you to find activities across all categories, giving you a complete view of interactions within the system.
- Overview Interface: How to Search Call Types ActivitiesThe Search Call Type Activities feature allows you to quickly find all call-related activities within the Overview interface.
- Overview Interface: How to Search Meeting ActivitiesThe Search Meeting Activities feature helps you quickly locate all meeting-related records within the Overview interface.
- Overview Interface: How to Search Task ActivitiesThe Search Task Activities feature allows you to quickly find task-related activities within the Overview interface, helping you track work progress efficiently.
- Overview Interface: How to Search Deadline ActivitiesThe Search Deadline Activities feature helps you quickly find activities that are tied to due dates or deadlines, making it easier to track time-sensitive work.
- Overview Interface: How to Search Email ActivitiesThe Search Email Activities feature allows you to quickly locate all email-related activities within the Overview interface, helping you track communication efficiently.
- Overview Interface: How to Search Lunch ActivitiesThe Search Lunch Activities feature allows you to quickly locate lunch-related activities logged within the Overview interface, helping you track informal meetings and scheduled breaks with contacts or team members.
- Overview Interface: How to Search Positive Reply ActivitiesTracking positive replies helps you quickly identify engaged leads and prioritize follow-ups. The Overview Interface provides simple tools to filter and locate these interactions.
- Overview Interface: How to Search Reply Tasks ActivitiesReply task activities help you track follow-ups that require a response. Using the Overview Interface, you can quickly find and manage these tasks.
- Overview Interface: How to Search Owner of ActivitiesThe Overview Interface allows you to filter activities based on the assigned owner, helping you track performance and manage workloads efficiently.
- Overview Interface: How to Search Product, Name Phone - InquiriesThe Overview Interface allows you to quickly locate activities or records using key identifiers such as product, contact name, or phone number, helping you efficiently filter and access the information…
- Overview Interface: How to See All Lead TypesThe Overview Interface allows you to view and organize all leads based on their assigned types, helping you better manage and prioritize your pipeline.
- Overview Interface: How to See Elite Lead TypesThe Overview Interface allows you to filter and view high-priority leads by accessing the Elite Lead Type, helping you focus on the most valuable opportunities.
- Overview Interface: How to See Priority Lead TypesThe Overview Interface lets you filter leads by priority level so you can focus on the most urgent or high-value opportunities.
- Overview Interface: How to See Qualified Lead TypesThe Overview Interface helps you filter and view leads that have already met qualification criteria, allowing you to focus on prospects that are more likely to convert.
- Overview Interface: How to See Replacement Status - AllThe Overview Interface allows you to track leads or activities based on their replacement status, helping you monitor all items that have been replaced or flagged for replacement.
- Overview Interface: How to See Replacement Status - PendingThe Overview Interface allows you to filter and view records that are currently marked as Pending Replacement Status, helping you track items that still require action or resolution.
- Overview Interface: How to See Replacement Status - ReviewedThe Overview Interface allows you to filter records by Reviewed Replacement Status, helping you track items that have already been checked and evaluated
- Overview Interface: How to See Replacement Status - ApprovedThe Overview Interface allows you to filter and view records that have been marked as Approved Replacement Status, helping you track items that have been reviewed and accepted for replacement…
- Overview Interface: How to See Replacement Status - ReplacedThe Overview Interface allows you to filter and view records marked as Replaced, helping you confirm which items have already been processed and completed.
- Overview Interface: How to See Replacement Status - RejectedThe Overview Interface allows you to filter and view records marked as Rejected, helping you track replacement requests that were reviewed but not approved
- Overview Interface: How to Switch to Light Mode or Dark ModeCustomizing your interface theme allows you to choose between Light Mode for a brighter display or Dark Mode for a more comfortable viewing experience, especially in low-light environments.
- Overview Interface: How to View all Recent CallsThe Overview Interface allows you to quickly access a complete history of your recent calls, helping you track communication and follow up efficiently.
- Overview Interface: View All Contacts in NoteThe View All Contacts in Note feature allows you to display all contacts that have been added or referenced within notes across static lists and projects. This helps you quickly…
- Overview Interface: How to upload DocumentUploading a document in the Overview Interface allows you to attach files to static lists or projects for reference, documentation, or collaboration. This helps keep all relevant information centralized and…
- Overview Interface: How to View DocumentsThe Documents feature in the Overview Interface allows you to access files that have been uploaded and attached to static lists or projects. This helps you quickly review important information,…