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How to see the calls of your team or a particular member?
How to see the calls of your team or a particular member?

Utilize the main scheduler filter to view calls of a specific team or member

Updated over a week ago

If you are a Super Admin or a Sales Manager, you can use the main AI Scheduler filter to view calls of a specific user or a team.

While you are in the AI Scheduler tab, you will see a dropdown on the main navigation. (this main filter is visible from any page in the AI Scheduler).

  1. Click on AI Scheduler Filter on top of your screen

  2. Select Teams filter if any or a specific User and mark it by clicking on the "Star" icon

  3. Switch between Upcoming and Past Calls tabs depending of which calls you would like to see

Combine this main filter with Scheduled call filters to narrow down the search if needed. Simply click on "Filter Applied" button on the right of your screen, and select additional filters, or click on "Date Range" filter next to Past Calls tab to set specific date range.

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