Release Notes 03.22.2018

1) Activity Report

Under the “REPORTS” section, Users and Managers can now see activity reports with the following columns available:

  • Dials (all calls initiated even with 00:00)
  • Outbound Calls (> 00:00)
  • Connects, #
  • Connects, %
  • Inbound Calls
  • Total Talk Time, (mins:sec)
  • AVG Talk Time (in Min:Sec)
  • Call Result X, #
  • Call Result X, %

(All call results configured in the tenant are available for selection in # and %)

  • Emails Out
  • Emails In
  • FrontSpin Emails Out
  • Opens, #
  • Opens, %
  • Clicks, #
  • Clicks, %

Users can filter out by users, date, lists/playbooks and non-playbook activities.

2) Timezone Column in the Lists

Users now can sort Lists/Playbook Steps based on timezone column. Make sure to “SAVE ORDER” whenever you sort by something new to keep that new sort order locked in for that Lists/Playbook Step.

3) Continuous Monitoring

Now Managers/Admins can do continuous monitoring of User’s calls. If the previous call was disconnected / hung up, the system will now automatically go back into Monitoring mode once User initiates a new call.

4) Call Archive Additions

Admin and Manager users now have Monitoring notes available for preview under the Call Archive screen. Any notes and scores listed there will also be included if you export the Archive to a CSV file:

5) Time Gap Options Added

Now users have more options under the time gap settings for Playbooks:

  • 1 Business Day (will add a delay of 24 hours from the date the previous action in the playbook was completed, excluding weekends)
  • 1 Day (will add a delay of 24 hours from the date the previous action in the playbook was completed)
  • 1 Calendar Day (contacts will be released/be available to dial/email next day at 12 am prospect’s time). Please use this option carefully especially for automatic email steps since email will be sent out at 12 am prospect’s time if this option is selected. Note: applying a Schedule can restrict the sending hours if needed.
  • 1 Business Calendar Day (contacts will be released/be available to dial/email next day at 12 am prospect’s time excluding weekend). Please use this option carefully especially for automatic email steps since email will be sent out at 12 am prospect’s time if this option is selected. Note: applying a Schedule can restrict the sending hours if needed.