Outbound Task Activity

How to use this page

1. 1

   Apply the report scope

   Open Activity report from Tasks. Set From and Through, up to 93 days, and Campaign. Team leads can also select BDR. Select Apply filters to load the report.

2. 2

   Read recorded activity

   Compare Dials, Human connections and Logged emails by campaign and BDR. Dials exclude unfinished and skipped attempts. Human connections use saved dispositions. Task emails require saved provider confirmation; pending or unconfirmed task sends are excluded. Logged emails do not include every mailbox message or prove inbox delivery.

3. 3

   Export the displayed report

   Select Export displayed report after applying filters. It uses the loaded report's dates, campaign and BDR, not unsubmitted changes in the form.

4. 4

   Inspect session summaries

   Dialing sessions shows the latest matching sessions and the total. Narrow the date range to find earlier sessions. View summary shows the full selected session and saved dispositions. Unfinished records may appear in a summary while remaining excluded from the dial total. Summaries include no recording or transcript.

5. 5

   Shadow only when authorized

   Team leads can choose Shadow current call for an active session. It is listen-only and ends with that call. Refresh and select it again for the next call. Stop listening leaves the current audio. BDR access does not include this control.

6. 6

   Return to work

   Select Tasks to return to your queue.

What the buttons do

Apply filters

Loads the selected inclusive Eastern date range and permitted campaign/BDR scope.

Export displayed report

Downloads CSV for the currently displayed report.

View summary

Loads the full selected session's safe summary.

Shadow current call / Stop listening

Starts or stops authorized listen-only monitoring of one current call.

Tasks

Returns to the work queue.

Common questions