Campaigns
Create campaigns, import CSVs, assign team members, and control retry rules.
Staff routes with literal button directions.
Use this page for the tools staff actually move between: Campaigns, Data Pool, Team Access, and Operations Control. Each section includes a place for screenshots so you can annotate the visuals later.
Staff Page Map
These are the main pages platform staff usually need when managing campaigns, access, and platform settings.
Data Pool
Filter existing lead data, audit statuses, and export the current result set to CSV.
Team Access
Create user logins, grant memberships, and update org-level access.
Operations Control
Handle org status, page access, dialer limits, troubleshooting, and API keys.
Campaigns
Use Campaigns to create or update campaigns, import leads, build teams, and assign the next lead batch.
Sign In / Sign Out / Refresh SessionStart or re-check the campaign session.Use first if the page is blank or acting unauthorized.
Refresh / New / SaveReload the list, clear the form, or save the selected campaign.Use while creating or editing campaign settings.
Import LeadsImports the attached CSV into the selected campaign.Use when you need new campaign leads in the system.
ArchiveArchives the selected campaign.Use when a campaign should stop appearing in the active workflow.
Create Agent Login / Refresh TeamCreates an agent login and reloads the team assignment list.Use when a new caller needs access to the campaign.
Select All / Clear / Save Campaign TeamSelects agents, clears the selection, or saves team membership.Use when updating who belongs to a campaign.
Assign Next LeadsDistributes the next available leads across the selected team.Use after finalizing the campaign team and batch sizes.
Recommended workflow
- Select the organization.
- Create or open the campaign you want to manage.
- Attach the CSV with
Import Leads CSVwhen you need new leads. - Save the campaign, refresh the team, and assign leads when the team is ready.
Data Pool
Use Data Pool after import to review lead records, filter outcomes, and export the current result set.
Sign In / Sign Out / Refresh SessionStart or re-check the session for the data table.Use if Data Pool is blank or says the session expired.
Apply FiltersRuns the current filter controls against the stored leads.Use after changing org, campaign, status, or search inputs.
ResetClears the filter state back toward the default result set.Use when the current filters are too narrow or confusing.
Download CSVExports the visible results to a CSV file.Use when staff need the filtered lead set outside the page.
Prev / NextMoves through paginated lead results.Use while auditing large lead sets page by page.
What staff usually do here
- Verify the lead records after an import.
- Check outcome, DNC, or campaign filters before exporting a subset.
- Answer questions about whether a lead exists in the system already.
Add screenshot: Data Pool filters and table
Recommended image: org selector, filter bar, row count, and the Download CSV button.
Team Access
Use Team Access for organization memberships and org-level access changes.
Sign In / Sign Out / RefreshStarts, ends, or re-checks the admin session.Use before any membership change.
Reload OrganizationsReloads the organization list.Use if the wrong org list appears or a recent org change is missing.
Create User + GrantCreates a login and grants membership in one action.Use when adding a brand-new user to an organization.
Grant / Upsert MembershipGrants or updates access for an existing login.Use when the user already exists and only the membership needs to change.
Quick rule
If the change is about org membership, start here. If the change is broader platform access or page permission, move to Operations Control.
Add screenshot: Team Access form
Recommended image: organization picker, create-user form, and grant membership form.
Operations Control
Use Operations Control for platform-wide admin work, dialer settings, troubleshooting, and API keys.
Sign In / Sign Out / RefreshStarts, ends, or re-checks the platform staff session.Use before platform-wide tasks.
Reload OrganizationsReloads the org list and table data.Use after org changes or when the view looks stale.
Save Account StatusSaves the selected org as active or frozen.Use to freeze or restore account access.
Save Page AccessSaves per-page access toggles for the selected login.Use after changing which tools that user can open.
Create OrganizationCreates a new organization record.Use during onboarding for a new customer or team.
Move Campaign to OrganizationMoves the selected campaign to another organization.Use when the campaign is assigned to the wrong org.
Create LoginCreates a login with org role and optional platform role settings.Use when onboarding an internal or org user from the platform side.
Load Leads / Add LeadLoads an org's leads or adds one lead manually.Use for spot checks or one-off lead entry.
Load Dialer Status / Save Dialer Minute LimitLoads dialer health and saves the global dialer minute cap.Use for dialer runtime review or limit changes.
Save User Limit / Clear User LimitSaves or removes a user-specific minute limit override.Use when one user needs a different dialer cap.
Load TroubleshootingLoads troubleshooting details for runtime incidents.Use during active triage.
Create API Key / Save API Key Changes / Clear API Key FormCreates and updates API key records for managed dialing access.Use when a staff-managed API workflow needs to be created or edited.
Add screenshot: Operations Control overview
Recommended image: organization table, page access controls, troubleshooting block, and dialer limit controls.