Appointment History

- Telemarketing – Queue History
 

Follow-up Tracking & Queue Performance Monitor
 



- What is the Queue History Module
 

The Queue History sub-module is the memory and audit trail of the telemarketing queue system.
 

It displays every customer who has ever entered a telemarketing queue, along with:
 

  • Why they were put in the queue

  • When they were put in the queue

  • When they were handled

  • Whether the follow-up was completed on time
     

In simple terms:
 

Queue History answers:
“What happened to every customer placed in a queue?”

 


 


- Role within the Telemarketing System
 

Queue History links automation to accountability.
 

  • Queues decide who to contact

  • Live Calls handle who is currently being contacted

  • Queue History proves who was contacted, when, and how
     

It ensures that no lead, callback, or follow-up quietly disappears.
 



- Visual Layout Overview
 

The page is built around a clear, searchable table.
 

Design priorities:
 

  • Easy scanning of large volumes

  • Quick customer location

  • Clear status visibility

  • Zero clutter
     

This page is optimized for monitoring and review, not for performing actions.
 



- Smart Search at the Top
 

A single search bar allows instant lookup by:
 

  • Customer name

  • Phone number

  • Queue name

  • Queue type

     



- Queue History Table – What You See
 

Each row represents one queue entry (one follow-up responsibility).
 



- Entry ID
 

A unique serial number for the queue entry.
 

Useful for:
 

  • Internal tracking

  • Support discussions

  • Audit references
     



- Customer
 

Displays the customer's name, clickable to open the full profile.
 

This allows supervisors to:
 

  • Instantly review the customer context

  • See full interaction history

  • Verify follow-up accuracy
     



- Queue Name
 

Displays the queue that created the entry.
 

This clarifies:
 

  • Which automation rule created the task

  • Which workflow was responsible
     



- Phone
 

Displays the phone number associated with the queue entry.
 

This confirms:
 

  • Correct contact details

  • Which number was the target
     



- Type (Why this customer was put in the queue)
 

This column explains the reason the customer entered the queue.
 

Examples:
 

  • From a telemarketing list

  • Based on customer status

  • Due to a tag or folder

  • New lead

  • Missed call (inbound or outbound)
     

This provides context, not just data.
 



- Status
 

Displays the current lifecycle stage of the queue entry:
 

  • Pending – Awaiting handling

  • In Progress – Currently being handled

  • Completed – Successfully finished
     

Color-coded tags make status identification instant.
 



⏰ Due Date
 

The deadline by which the follow-up should be completed.
 

This helps managers to:
 

  • Identify overdue follow-ups

  • Enforce response time standards

  • Measure operational discipline
     



- Creation Date
 

Displays when the customer was put into the queue.
 

This answers the questions:
 

  • “How long has it been pending?”

  • “Was it queued at the right time?”
     



- Understanding Queue Types (Business View)
 

Queue History intelligently explains why customers appear here:
 

  • List-based queues → Campaign follow-ups

  • Status-based queues → Workflow-driven actions

  • Tag or folder queues → Segmentation logic

  • Missed call queues → Lost opportunity recovery

  • New lead queues → Instant response pipelines
     

This transforms queue data into meaningful operational insight.
 



- Why Queue History is So Important
 

Without Queue History:
 

  • Follow-ups are missed

  • Accountability is unclear

  • Automation becomes unreliable

  • Managers rely on guesswork
     

With Queue History:

✔ Every customer in a queue is traceable
✔ Every delay is visible
✔ Every workflow is auditable
✔ Follow-ups become reliable
 



- How Teams Use Queue History
 

Managers
 

  • Monitor follow-up discipline

  • Identify overdue items

  • Assess queue efficiency

  • Improve automation rules
     



Supervisors
 

  • Verify queues are being handled

  • Check completion timelines

  • Validate team responsiveness
     



Operations & Quality Control
 

  • Audit historical follow-ups

  • Investigate missed opportunities

  • Verify system logic


     

    - In Simple Terms
     

    Queue History ensures automation never becomes a black box.


    It shows:
     

  • Who entered the queue

  • Why they entered

  • When they were handled

  • Whether the work was done

  • Nothing hidden. Nothing lost.
     



    ⭐ Final Summary
     

    The Telemarketing – Queue History sub-module is the accountability engine for follow-ups.
     

    It transforms telemarketing queues from:
     

  • “Automated background logic”
    to-

  • A transparent, traceable, and reliable system
     

  • By documenting every queue action, it ensures control, visibility, and reliability in customer follow-ups.


     

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