Available filters
Filter | What it does | Default |
Date range | Choose a preset such as Yesterday, Today, or This Month, or set a custom range | — |
Reps | Choose which reps to track calls for | All reps |
Campaigns | Select one or more campaigns | All campaigns |
Call source | Filter by where the call was made from: Smart Stream, Campaigns, or both | — |
Inbound calls | Use the toggle at the top to include or exclude inbound calls received by reps | — |
How to apply each filter
Date range: click the date filter and choose a preset, or pick start and end dates on the calendar.
Reps: click Rep and select the reps you want to track.
Campaigns: click Campaign and select one or more campaigns.
Call source: click Source and choose Smart Stream, Campaigns, or All.
Inbound calls: tick or untick Include inbound calls.
Reading the metrics
After each filter is applied, four metrics update: Calls, Connects, Conversations, and Meetings. Connects, Conversations, and Meetings each show a percentage.
Click any metric box to filter the call list below. For example, clicking Meetings shows only calls with a disposition of Meeting Scheduled.