Caller console

Where a team lists businesses to ring, hands them to callers, and reads what happened. Adapt does not place the calls.

The Caller console is a screen that tells a person who to ring, holds what they need while they are on the call, and records how it went. It is not a dialler. Adapt never places a call, records one or listens to one. The caller dials on their own handset and presses Start call on screen so the record knows they are on it.

Two places, two jobs

Place Who uses it What it is for
Caller Console in the Adapt Leads left menu (#/caller) The person who runs calling for your account (an operator account) Look at every team, list, person and correction. Give a list to a team. Write the script.
The callers' console at cc.adaptleads.co.uk Team managers and sales execs Work a list: ring, log the outcome, book call backs.

Callers do not need an Adapt Leads account. A team manager is invited by email, picks a password, and invites their own callers. They see only the lists they have been given.

Who can open Caller Console in Adapt Leads

Only operator accounts. Anyone else sees "The caller console is for operator accounts" and is told to ask whoever runs Adapt Leads to add their sign-in address. That message is about access, not a paused account.

The Caller Console Overview page with sample figures for the last 30 days
The Overview tab, with sample figures. 1 The tabs. 2 Open the console, which opens the callers' own console in a new tab.

The tabs

Tab What it shows Page
Overview Calls made, got through, answer rate and handed over for the last 7, 30 or 90 days. Calls each day. How calls ended. Answer rate by team. A "Worth a look" list. Caller reports and the Overview tab
Lists Every list sent to the console, who holds it, how much is left. Call lists and handing them to a team
Teams One page per team: its calls, answered share, handed over, and calls by day. The team view in the Caller console
People Everyone with access, with their team, role, calls and last call. Invite and remove callers
Corrections What callers were told on the phone that the record does not hold. Wrong numbers and corrections
Scripts and Products What the callers see on screen during a call. Scripts and products for a calling team
Settings The five answers the setup asked for, and archived teams. Caller console settings

The left menu also has Call now, a read-only look at what is on the floor. See Call now, the read-only look at the floor.

How a list gets to a caller

  1. Pick businesses in Adapt Leads and choose Send to…, then the caller console. See Send businesses to the Caller console.
  2. The list lands in Lists with no team. Nobody can ring it yet.
  3. You give it to a team. The team manager hands it to a caller.
  4. The caller rings, logs an outcome, and the result comes back: a handover becomes a deal in the CRM, an objection becomes a permanent suppression, and a correction waits for you.

What it does not do

  • It does not dial, record or transcribe calls.
  • It does not check numbers against the TPS or CTPS registers. Read Calling rules and the law (PECR, TPS and your duties) before anyone rings.
  • It does not let a caller create a lead, edit the book, or see another caller's records.
  • It does not show a figure it cannot count. A number it does not hold says "not counted yet" or is left out.