The purpose of the calendar is to give users of the DaFeeder Calendar provides a visual representation of their the private callbacks and allows users to easily see the scheduled leads for callback. This provides the agents gives you an insight of what to expect on a particular day, thus one and hence you can plan your day ahead how to schedule the day.
To access view the calendar, select the calendar icon in the top right corner of the dashboard.
The default view for callbacks is Calendar follow the steps given below:
1. Click the () icon in the Main Menu.
The CALENDAR page will be displayed.
The default calendar view is the Month view. All your leads within that month will appear on the scheduled callback day. In , in the order of the time of day the callback is scheduled for.
When clicking Click a callback (direct view) from the calendar, DaFeeder will navigate you Calendar. You will be redirected to the Feed page for that specific lead. Once you have made a disposition have been made, it you will navigate be redirected back to the Calendar page.
2. To see view a different month, click the left or right arrow until you have selected the desire month(). To go back to the current month, click as showed in the image below
Adding events to the calendar
All events in the calendar are scheduled by setting a private callback action.
Adding leads to the calendar can be found by reviewing Callbacks.
Calendar View
The calendar view for every user will vary depending on the role assigned to that user. To learn more about roles and type of user, click User Management().
Calendar View - Caller
Callers view is limited to their own callbacks. Any private callback for the Caller will appear Green as seen shown below in the screenshot.
Calendar View - Manager
Managers view is limited to their own callbacks and any user who is assigned under their user.
To assign an agent to a manager, follow the following documentation on User Management under the Assigning Agents section.
the manager. Managers will see their own callbacks in Green and their assigned Callers agents callbacks in Blue as shown below in the screenshot.
Calendar View - Owner
Owners view sees their own and any user displays all the callback of all the users in their organization, even without any assignment.