The team view in the Caller console

One page per calling team with calls, answered share, handed over and calls by day, plus the manager's pages.

GuideChecked 2026-10-10

A team is a group of callers who ring for one product or purpose. Their callers see the team's name at the top of every screen.

On Adapt Leads: the Teams tab

Caller Console, Teams lists your teams. Open one for its page.

One team's page with calls, answered, handed over and calls by day
One team's page. 1 Invite somebody. 2 Export. The grid shows how many calls each person made on each day.
Part What it shows
Title line The team name and Live ยท reaches the book. A demo team is marked as one. Anything a live team logs comes back to Adapt Leads.
Calls Calls in the period, and the busiest day.
Answered Share of calls where someone answered.
Handed over Calls that ended Interested or Sale, as a share of answered calls.
Still to dial What is left of what the team holds.
Calls by day How many calls each person made on each day of the week. Darker means more. By hour is in the design but is not drawn in the live app.
Invite somebody (1) Invites a manager. See Invite and remove callers.
Export (2) Not connected yet. It is meant to give you the team's calls as a spreadsheet.

Every number covers the last 7, 30 or 90 days, whichever the page is set to.

Create a team

  1. In Teams, press New team.
  2. Name it, using the name the callers call themselves.
  3. Press Create the team. It is live from the start, so what its callers log reaches Adapt Leads.
  4. Invite the manager next.

A team with no calls can be removed. A team that has logged a call cannot be removed from this page, only archived, and Recover for archived teams is not connected yet.

In the callers' console: the manager's pages

A team manager sees everything a sales exec sees, plus four pages:

Page What it is
Lists Hand lists to people. Click a name and it takes effect at once, with no save button.
People Add and remove the team.
What was said Notes from Interested and Sale calls, with what was learned. Anyone who asked not to be called and any record a caller says is wrong show here too. A reading list, not a queue.
Promises Every call back the team has booked, soonest first. A manager can hand one to someone else.
Results Calls made, got through, answer rate, handed over, corrections, a table by person, and Worth a look. See Caller reports and the Overview tab.

A sales exec cannot create a lead, edit the book, hand work to anyone else, or see another caller's records. Those screens do not exist for them.