Mission Control

Building a new campaign. Select "Edit" from Saved Campaigns to change an existing one.

Real contact list for the selected campaign — imports and additions here are saved for real, not just previewed.

Contacts in the selected campaign who were attempted but never connected — real candidates for a follow-up call, not a fabricated count.

SMS and email follow-up sequences aren't built yet — no send-tracking exists in the system today, so nothing is shown here rather than a guessed number.

Website Leads, Missed Calls, Past Customers, Quote Follow-up, and Cold Prospects each require tagging a contact's origin when it's added — that tagging doesn't exist in the system yet, so those breakdowns aren't shown rather than guessed. The total above is real: every contact currently loaded into this campaign, regardless of source.

Pulled from the selected campaign's real settings — not policy copy.

Calls and Transfers count real logged calls (Transfers = calls where a transfer was actually initiated — initiation, not a confirmed hand-off). Credits Used is your account's lifetime total — not time-range-filtered, since per-cycle usage isn't tracked yet (same gap as the wallet's "Used This Cycle" field). Appointments counts campaign contacts whose real call outcome was an appointment. Contacted means a person was actually reached (completed conversation, appointment, transfer or callback) — voicemails and unanswered attempts never count. Speed to Lead is the median time from a lead entering a campaign to its first real dial. Cost Per Lead and Lead Spend appear only for campaigns where you set a CPL in the Campaign Builder — spend is always calculated from real lead volume, never stored or estimated. Hot Leads and sales conversions have no backing data source in this system today, so they are not shown.

Agents (in priority order)

Linking an employee uses their Contact name and phone number automatically — set those up under Contacts. If their phone number changes there, transfers here use the new number immediately, with nothing to update on this page.

Cascade Settings

Test the Routing Brain

Runs the decision engine against a scripted (fake) sequence of outcomes — no phone rings, no credits are actually charged. Every row below is clearly marked simulated.