[{"data":1,"prerenderedAt":122},["ShallowReactive",2],{"shell":3,"article:call-recommendations":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":35,"kind":36,"href":37,"icon":38,"title":39,"description":40,"level":41,"status":42,"verification":43,"reviewedAt":44,"videoStatus":45,"productLocation":46,"topic":47,"html":50,"toc":51,"shots":62,"related":70,"topicNext":108,"paths":109,"videos":110,"sidebar":111},"reference-call-recommendations","call-recommendations","guide","\u002Fguides\u002Fcall-recommendations","phone-call","Choose who appears in recommended calls","Call Recommendations controls the recommended list used by Speed Dial and the morning email. Account rules and a person’s filters have separate save actions…","advanced","published","browser-observed-read-only","2026-11-04","planned","Settings → Phone → Call Recommendations",{"slug":27,"title":48,"href":49},"Calling and texting","\u002Ftopics\u002Fcalling","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>\u003Cstrong>Call Recommendations\u003C\u002Fstrong> controls the recommended list used by Speed Dial and the morning email. Account rules and a person’s filters have separate save actions. The list is rebuilt when Speed Dial loads, so a configuration change is not an instruction to start a call.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"call-recommendations-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"call-recommendations-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Call Recommendations tab in Phone settings with three collapsed sections, including How the list is built and Who sees what\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fcall-recommendations-desktop.jpg\" alt=\"Call Recommendations tab in Phone settings with three collapsed sections, including How the list is built and Who sees what\" width=\"1800\" height=\"897\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Call Recommendations settings, where you choose who appears in Speed Dial's recommended list and the morning email.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"call-recommendations-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-and-save\">\u003Ch2 id=\"review-and-save\">Review and save\u003C\u002Fh2>\u003Cp>Sign in to the intended workspace. Account-rule editing and managing another person depend on permissions returned by the service. A locked section explains the available access; users without management access work with their own recommendations. Sales representatives remain restricted to assigned leads regardless of the profile switch.\u003C\u002Fp>\u003Col class=\"steps\">\n\u003Cli>Expand \u003Cstrong>How the list is built\u003C\u002Fstrong>. Review its numeric limits and the \u003Cstrong>Always left out\u003C\u002Fstrong> explanation before editing.\u003C\u002Fli>\n\u003Cli>Make an authorized account-rule change and choose \u003Cstrong>Save rules\u003C\u002Fstrong>. \u003Cstrong>Undo changes\u003C\u002Fstrong> restores the last saved rules before submission.\u003C\u002Fli>\n\u003Cli>Expand \u003Cstrong>Who sees what\u003C\u002Fstrong>. If permitted, select \u003Cstrong>Person\u003C\u002Fstrong>; otherwise review \u003Cstrong>Your recommendations\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enable the person’s own filters only when needed, then choose tags, stages, statuses, lead lifecycle and score limits. Review the assigned-leads option without assuming it can widen role permissions.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>Save filters\u003C\u002Fstrong> for that profile. Its \u003Cstrong>Undo changes\u003C\u002Fstrong> is separate from the account-rule undo.\u003C\u002Fli>\n\u003Cli>Use the preview’s \u003Cstrong>Show list\u003C\u002Fstrong> after saving. The preview explicitly uses saved settings, so unsaved edits do not affect it.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Check the saved summaries and update labels, then reload Speed Dial to review the next recommended list. Do not place a call merely to verify filters. On a permission failure the page can restore saved values and remove editing access; reload permissions rather than repeatedly submitting. If a request fails, confirm which of the two saves succeeded before changing the other section.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcaller-view\">Caller View\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59],{"id":53,"text":54,"depth":55},"review-and-save","Review and save",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{"id":60,"text":61,"depth":55},"screenshots","Screenshots",{"call-recommendations-desktop":63},{"id":64,"src":65,"alt":66,"caption":67,"width":68,"height":69},"call-recommendations-desktop","\u002Fmedia\u002Fscreenshots\u002Fcall-recommendations-desktop.jpg","Call Recommendations tab in Phone settings with three collapsed sections, including How the list is built and Who sees what","Call Recommendations settings, where you choose who appears in Speed Dial's recommended list and the morning email.",1800,897,[71,79,85,91,97,102],{"slug":72,"title":73,"href":74,"icon":75,"description":76,"level":77,"productLocation":78},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","intermediate","Communication",{"slug":80,"title":81,"href":82,"icon":38,"description":83,"level":41,"productLocation":84},"caller-view","Choose pipeline columns for Caller View","\u002Fguides\u002Fcaller-view","Caller View gives sales representatives a focused set of pipeline columns. It selects which existing stage\u002Fstatus columns appear; it does not move leads…","Settings → Pipeline → Caller View",{"slug":86,"title":87,"href":88,"icon":75,"description":89,"level":77,"productLocation":90},"voice-studio","Understand personal voicemail and voice tools","\u002Fguides\u002Fvoice-studio","Voice Studio manages personal voicemail messages, greetings and AI voice assets within your workspace account. It is also available from Speed Dial’s Contact…","Settings → Templates → Voice Studio",{"slug":92,"title":93,"href":94,"icon":38,"description":95,"level":77,"productLocation":96},"calling-credits","Read calling-credit balances and activity","\u002Fguides\u002Fcalling-credits","Calling Credits shows the workspace’s calling balance, credit state and recent ledger activity. You need authorized billing access. The page distinguishes…","Settings → Billing → Calling Credits",{"slug":98,"title":99,"href":100,"icon":38,"description":101,"level":41},"telecom-cost-review","Interpret telecom cost evidence","\u002Fguides\u002Ftelecom-cost-review","Telecom Cost Review is an advanced reconciliation view for authorized billing operators. It combines tenant and unallocated provider-project evidence. Access…",{"slug":103,"title":104,"href":105,"icon":38,"description":106,"level":41,"productLocation":107},"workflow-speed-dial","Review the Speed Dial queue before calling","\u002Fguides\u002Fworkflow-speed-dial","Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires…","Speed Dial",{"slug":80,"title":81,"href":82},[],[],{"title":48,"href":49,"groups":112},[113],{"title":114,"items":115},null,[116,117,118,119,120,121],{"label":104,"href":105,"slug":103},{"label":39,"href":37,"slug":35},{"label":81,"href":82,"slug":80},{"label":87,"href":88,"slug":86},{"label":93,"href":94,"slug":92},{"label":99,"href":100,"slug":98},1793910213572]