Lead & Dialing Configuration

overview the manage lead functionality allows the supervisor to perform end to end management of contact lists (leads) at the process level and tailor them for use within specific campaigns this process includes creating, editing, and deleting leads, viewing lead performance summaries, and configuring dialing rules like time windows and prioritization \[source user provided details] 1\ lead creation, editing, and deletion (supervisor) create lead the supervisor clicks " create lead " and provides a lead name , time zone , lead owner , and description edit lead the supervisor can modify the lead name , time zone , lead owner , and description , but cannot change the process name once set delete lead leads can be deleted, but a deleted lead cannot be restored status a lead can be instantly enabled or disabled using a toggle switch 2\ lead summary (supervisor/analyst) the lead summary provides an overview of a lead's performance metrics view summary a supervisor selects the desired leads and clicks " lead summary " to view and download the performance report extracted data the summary includes attributes such as lead name , current status of the contacts, disposition (for connected calls), and the count of uploaded contacts use case & benefit the ability to extract the lead summary to a csv file allows the supervisor to analyze lead health and distribution outside the platform 3\ time window configuration (supervisor) this functionality allows the supervisor to define time slots during which a lead will be enabled for dialing configuration the supervisor clicks " view configuration " under the " time window " column for a lead to set specific start time and end time for each day lead status the lead remains disabled outside of the configured time slots use case & benefit this ensures compliance with local dial time restrictions and legal operating hours, preventing unwanted calls to customers outside of business times 4\ campaign assignment and prioritization (supervisor) supervisors control how leads are prioritized within specific campaigns assign priority a numerical value where " 1 " is the first priority and is dialed first assign weightage used when leads have the same priority the lead with the higher weightage will be preferentially dialed in a greater ratio assign maximum attempts defines the maximum number of retry attempts allowed for a customer in that lead before dialing stops