- Telemarketing Page

Main Working Interface for Telemarketing Agents
 

- Overview: What the Telemarketing Page Is
 

The Telemarketing Page is the primary daily workspace for telemarketing agents.
 

This is the screen where agents:
 

• View their assigned customers

• Make outbound calls

• Update customer status

• Track their work progress

• See live performance reports
   

It is designed for speed, focus, and efficiency, allowing agents to work continuously without switching between multiple screens.
 

- Why the Telemarketing Page Exists
 

Telemarketing work requires:
 

• Fast access to customer data

• Minimal distractions

• Real-time performance feedback

• Easy status updates during calls
   

The Telemarketing Page exists to:
 

• Reduce manual effort

• Eliminate confusion

• Keep agents focused on calling

• Provide instant visibility into results
   

It transforms telemarketing from a manual calling task into a structured, measurable workflow.
 

- Visual Layout Philosophy
 

The page uses a split-screen layout, carefully designed for telemarketing flow:
 

• Left side → Customer calling list

• Right side → Live performance report
   

This layout allows agents to:
 

• Call customers

• Update data

• Track progress
  
   

- Page Structure Overview
 

- Left Panel: Customer List (Action Area)
 

This is where calling happens.

Each row represents one customer ready to be contacted.
 

- Right Panel: Report Section (Feedback Area)
 

This shows real-time performance data, updating automatically as work progresses.
 

- Customer List Section
 

“Who should I call next?”
 

The customer list displays only customers assigned to the logged-in agent.
 

Key Elements:
 

• List Selector
   

  • Switch between assigned calling lists

  • Instantly reloads customers

  • Keeps work organized by campaign or source
     

• Search Bar
   

  • Instantly filter customers by name

  • Helps agents find customers quickly

  • No page reload required
     

- Customer Table Explained
 

Each customer row contains everything an agent needs during a call:
 

• Customer Name
   

  • Clear identity

  • Profile indicator (flag / avatar)

  • Clickable for details
     

• Status
   

  • Shows call outcome (e.g., Hello, Follow-up, Not Interested, Sold)

  • Editable during or after a call

  • Ensures accurate tracking
     

• Priority (Hot Rating)
   

  • Star-based urgency indicator

  • Helps agents focus on high-potential leads
     

• Assigned Date
   

  • Shows when the customer was assigned

  • Useful for follow-up timing
     

• Sold Indicator
   

  • Marks successful conversions

  • Instantly affects performance metrics
     

• Quick Actions
   

  •  Call customer

  • ✉️ Send email

  • Update status instantly
     

This design ensures zero friction during calls.
 

- Report Section
 

“How am I performing right now?”
 

The right panel gives instant feedback on agent activity.
 

It updates automatically based on:
 

• Calls made

• Time worked

• Status updates

• Sales achieved
   

⏱️ Time-Based Report Tabs
 

Agents can switch between:
 

• Today

• Yesterday

• Last Week

• Last Month

• Last Year
   

This helps agents:
 

• Review progress

• Compare performance

• Stay motivated
  
   

▶️ Action Controls (Work Flow)
 

At the bottom of the report section, agents control their workflow:
 

▶️ Start Telemarketing
 

• Begins work session

• Starts time tracking

• Enables calling actions

• Activates live reporting
   

▶️ Start Queue
 

• Automatically loads customers

• Guides agents through structured calling

• Ensures no lead is missed
   

These buttons define the start of focused telemarketing work.
 

- Daily Agent Workflow (Real-World Flow)
 

1️⃣ Agent opens Telemarketing Page
2️⃣ Selects a customer list
3️⃣ Clicks Start Telemarketing
4️⃣ Calls customers one by one
5️⃣ Updates status and priority
6️⃣ Views live performance on the right
7️⃣ Ends session when finished
 

No extra tools. No manual reports.
 

⭐ Key Benefits for Agents
 

✔ Clear calling priorities
✔ Faster call handling
✔ Easy status updates
✔ Live performance feedback
✔ Reduced mistakes
✔ Better sales focus
 

- In Simple Words
 

The Telemarketing Page is where agents actually do their work.

It shows:
 

• Who to call

• What to say

• What to update

• How well the agent is performing
   

Everything needed for telemarketing exists on one screen.



 

- Final Summary
 

The Telemarketing Page is the heart of telemarketing operations.
 

It combines:
 

• Customer lists

• Calling actions

• Status management

• Performance tracking
   

into a single, focused workspace.
 

This design ensures agents spend less time managing screens and more time talking to customers, leading to higher productivity and better sales outcomes.