Our core dialer application has received a fresh new design and several improvements to the lead history section.
The UI redesign brings some UX improvements as well. We have moved the lead history panel to a fixed position at the right of the screen, such that it can be viewed along side the lead data without having to scroll all the way to the bottom. Users can either have have it be permanently shown, or toggle the visibility as an overlay.
In addition the activity log has a few new features as you now have the option to include history from other campaigns, show sales history, booking history, and can choose to display the combined timeline, or filter by relevant entries (e.g. calls or notes).
The ability to include history from other campaigns means your phoner have all the relevant information at hand, even when your lead journey include several stages, or if you do recurring campaigns.
We also included a new way to schedule call-backs, by including a calendar widget that will also show the previously scheduled call-backs. This can help agents prevent scheduling multiple call-backs at the same time, and instead keep their appointments with customers.