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 ahead how to schedule his/her dayyour day ahead.
To access view the calendar, select the calendar icon in the top right corner of the dashboard.
Upon entering the calendar, the current month is displayed by default along with any or all leads set as a Private Callback on their rightful dates with their scheduled times.
To see a different month, click the left or right arrow until you have selected the desire monthfollow 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 the order of the time of day the callback is scheduled for. Click a callback from the Calendar. You will be redirected to the Feed page for that specific lead. Once you have made a disposition, you will be redirected back to the Calendar page.
2. To view a different month, click (). To go back to the current month, click
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.
Privilege: Caller 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
The caller role in the DaFeeder is a basic one where most privilege is limited and the only callbacks visible on his/her DaFeeder is his/her own ones. A caller user will not be able to view any other user's callbacks in their calendar as they do not possess the necessary privilege. An example of the calendar view of a caller user is shown below. All the privates callback appearing in this view is from one single caller and they are marked in green
Privilege: Manager Calendar View
A Manager role inside the DaFeeder will provide the user with the necessary privilege to view some of the agent's callbacks in their calendar provided that the agents are assigned to this manager. To assign an agent to a manager, follow the following documentation on User Management under the Assigning Agents section.
After having assigned the relevant representatives to the manager, the manager can now view the representative's scheduled callbacks as well as his own in his calendar now. Callbacks that are his will be in green whilst the ones for his representatives will be in blue as shown in the example below.
Privilege: Owner Calendar View
An Owner role in the DaFeeder will provide the user with a full view of everybody's calendar and scheduled callbacks on any particular day. The owner's calendar will contain every callbacks from every agents working on any campaigns.
By clicking a callback lead from the Calendar, DaFeeder will prompt you to the Feed page for that specific lead. Once a disposition have been made, it will prompt back to the Calendar page().
Calendar View - Caller
Callers view is limited to their own callbacks. Any private callback for the Caller will appear in Green as shown below in the screenshot.
Calendar View - Manager
Managers view is limited to their own callbacks and any user who is assigned under the manager. Managers will see their own callbacks in Green and their assigned agents callbacks in Blue as shown below in the screenshot:
Calendar View - Owner
Owners view displays all the callback of all the users in their organization, even without any assignment.