CRMBYSAIF

Telecaller CRM — Admin

Sign in with your admin account to manage agents, leads and call results. Recordings currently stay on agent phones, so the recordings library will be empty until cloud storage is enabled.

CRMBYSAIF

Dashboard

Live performance across your telecaller team.

Dashboard date

The dashboard below shows only this day's leads and calls. Tomorrow it starts at zero again. Pick any date to see that day's data.

—Leads added this day
—Calls dialed this day
—Interested this day — tap to view
—Not interested this day
—Remaining (current queue)
—Follow-up — tap to view

Agents

Agents

Create telecaller accounts and see who is online.

Create agent

All agents

Leads

Upload a CSV or Excel file. Leads are split equally among agents who are logged in.

Upload leads

Columns: name, phone, project, source. The first row is treated as a header. Phone is required — name, project and source are optional and can be left blank.

Call recordings

Listen to call recordings from the web library.

Recordings currently stay on agent phones, so this library will be empty until cloud storage is enabled. Ask your admin to enable storage before relying on this list.

Attendance

Who was present today, and who was not. On an office holiday, attendance is not marked — the day shows as Holiday for everyone.

Holidays

Choose which weekdays are office holidays, and add specific holiday dates. Monday is the office holiday by default.

Weekly holidays

Tick the weekdays that are holidays every week, then save.

Specific holiday dates

Change login

Change your Telecaller ID, your password, or both. Your current password is always required to confirm the change.

Set a new login

After changing, log out and log in again with the new ID and/or password to confirm it works. Keep the new login safe — it is not shown anywhere after you set it.