Set up: the caller console

Set up the floor once: who you sell to, teams, who calls, the call, and what you sell. Operator accounts only.

How-toChecked 2026-10-10

The Set up the caller console card is for operator accounts. It opens the Caller Console, where you set up the floor in about five minutes: who you sell to, your teams, who calls, how the call goes, and what you sell.

Steps

  1. On the card press Set up the floor (or Open the console once a team exists).
  2. Work through the five parts.
  3. The card turns Done and says how many teams are set up.

Cautions

Inviting people sends them an email, so the set-up asks before anything goes out.

If the card says Not on this account

It reads "The caller console is for operator accounts. It is not on this account." It is not counted in your total.

Calling and the law

Calling businesses and individuals is covered by PECR. Adapt does not screen numbers against the TPS. Check your own obligations. This is guidance, not legal advice.