The purpose of the calendar is to give users of the DaFeeder a visual representation of their callbacks and easily see the scheduled leads for callback. This provides the agents an insight of what to expect on a particular day, thus one can plan ahead how to schedule his/her day.
To access 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.
Depending on the type of user privilege viewing the calendar, it will change in appearance.
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. There are three possible roles that a user can be assigned to when created by the admin. The three roles are caller, manager and owner.
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 private callbacks appearing in this view is his/her own.
Privilege: Manager Calendar View
A Manager role inside the DaFeeder will provide the user with the necessary privilege to view some of the agents' 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 representatives' 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.
