Data Pool vs Campaigns
Clarifies which page imports leads and which page reviews, filters, or exports them.
Use the search and filters below to find quick answers, staff workflows, and user-facing explanations.
Filter articles and quick-reference cards by topic.
Clarifies which page imports leads and which page reviews, filters, or exports them.
Shows users where to look for invoices, payment history, and new payment actions.
Starter triage notes for the "not moving past first lead" report.
Explains the persistent browser/phone operator flow, READY gating, and the supported browser setup.
Plain-language explanation of who uses which page and how access is usually granted.
Direct answers to the repeat questions staff and users keep asking.
Use Campaigns to import CSVs. Use Data Pool to inspect our source and view/download cold leads.
Use Team Access to help with managing teams for org admins.
Billing Records is for history. Payment Portal is for making payments.
Prospects only dial when the operator is READY. If browser audio disconnects or the operator leg drops, autodial pauses immediately.