Sales Dialer Activity Report Overview

With the Sales Dialer, you can place, record, transcribe, and analyze outbound calls—all from within Lead Gen & CRM. View activity data through the sales dialer including the representative making calls and how much time has been spent communicating with contacts.

Accessing the Sales Dialer Activity Report

The Sales Dialer Activity report is one of many available sales reports. It provides an in-depth explanation of who is most effectively using the Sales Dialer feature.

The Sales Dialer Activity report is housed with Lead Gen & CRM's other sales reports. Click Sales Dialer > Sales Dialer Activity to access the Sales Dialer Activity report from the left toolbar.

Understanding the Sales Dialer Activity Report

The Sales Dialer Activity report provides an at-a-glance view of all outbound phone calling activity by your team. When viewing the available information, click the      Sort carets to sort by alphabetical, ascending, or descending order. The displayed order depends upon the particular information column.

This information changes based upon the selected timeframes and users. The Sales Dialer Activity report displays the following information:

Configuring the Sales Dialer Activity Report

There may come a time when you have many different users assigned to Sales Dialer seats, each making their own calls. This will most likely result in a wealth of information—but it may be too much to review all at once.
To better find the information you are looking for, consider using filters to show only the information you need. With filters, you can display information by:

• A specified timeframe for due dates
• Individual users or user tags

To configure displayed report information, do the following:

1. Click Sales Dialer > Sales Dialer Activity in the left toolbar.
2. Click the Date Range calendar in the Filters panel.
3. Select the desired starting and ending date from the calendar menu that appears.
4. Click the Users and User Tags text field.
5. Select any or all of the listed users and user tags.

Once you have configured your desired filters, filtered results will display in main report pane.
Note: When selecting starting and ending dates, click any of the available preset date periods to display call data for those periods of time.
Note: When selecting users or user tags, type the name of a user or user tag to quickly find that information.
Note: Clear your entered filters by clicking Reset Filters.
 

Saving Sales Dialer Activity Report Data

To save configured Sales Dialer Activity reports, do the following:

1. Click Sales Dialer > Sales Dialer Activity in the left toolbar.
2. Configure any desired report filters.
3. Click   Options > Save Report.
4. Enter a title for the report in the modal window that appears.
5. Click OK.

Saved files will appear in the Manage Reports page in your settings.

Scheduling Sales Dialer Activity Report Data

To schedule Sales Dialer Activity reports and send them via email, do the following:
 

1. Click Sales Dialer > Sales Dialer Activity in the left toolbar.
2. Configure any desired report filters.
3. Click   Options > Save & Schedule Report.
4. Enter a title for the report in the modal window that appears.
5. Click OK.
6. Set the Should this schedule be enabled? toggle to Enabled.
7. Enter the names of desired users or tagged groups in the Send this report to these users or tags text field.
8. Enter a subject line for the scheduled email in the Email Subject text field.
9. Enter the message that will be displayed in the email's body in the Email Message text field.
10. Select the desired report to send in the Select a report to send drop-down menu.
11. Select one of the following options in the Select a time to schedule the report section:
    • Send immediately forces the email to send as soon as the scheduling is complete.
    • Schedule for later uses a calendar to select a desired date and time to schedule reports.
12. Select how often to send this same scheduled email from the Repeat drop-down menu:

    Send just once Daily Weekly

    Monthly Yearly

13. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
14. Click Done.

Note: By default, the Select a report to send drop-down menu will display the report you just saved.

Exporting Sales Dialer Activity Report Data

To export Sales Dialer Activity reports as data files, do the following:

1. Click Sales Dialer > Sales Dialer Activity in the left toolbar.
2. Configure any desired report filters.
3. Click   Options.
4. Select one of the following export options:
   • Export to .PDF
   • Export to .CSV
5. Depending on your export type, do the following:
   • Download the .PDF file in the browser tab that appears.
   • Download the .CSV file in the Export Manager banner that appears

Downloaded .PDF and .CSV files will download automatically to where your computer saves files downloaded from the Internet. Refer to your web browser's external help documentation for more information on configuring file download settings for web browsers supported by Lead Gen & CRM. 

Questions?