[{"data":1,"prerenderedAt":123},["ShallowReactive",2],{"shell":3,"article:caller-view":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":109,"paths":110,"videos":111,"sidebar":112},"reference-caller-view","caller-view","guide","\u002Fguides\u002Fcaller-view","phone-call","Choose pipeline columns for Caller 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…","advanced","published","browser-observed-read-only","2026-11-04","planned","Settings → Pipeline → Caller View",{"slug":27,"title":48,"href":49},"Calling and texting","\u002Ftopics\u002Fcalling","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>\u003Cstrong>Caller View\u003C\u002Fstrong> gives sales representatives a focused set of pipeline columns. It selects which existing stage\u002Fstatus columns appear; it does not move leads, rename stages or grant access to stages hidden by permissions.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"pipeline-caller-view-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"pipeline-caller-view-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Caller View settings with a notice that only owners, admins and managers can set it up, and stage sections showing None shown\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fpipeline-caller-view-desktop.jpg\" alt=\"Caller View settings with a notice that only owners, admins and managers can set it up, and stage sections showing None shown\" width=\"1800\" height=\"897\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Caller View settings, where owners, admins and managers pick which call columns sales reps see.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"pipeline-caller-view-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-and-save\">\u003Ch2 id=\"prepare-and-save\">Prepare and save\u003C\u002Fh2>\u003Cp>Use a workspace administrator account recognized by the shared workspace-admin check. The page loads pipeline settings, display names and role permissions before building its preview. Confirm the intended pipeline type and the status choices your calling team should work from.\u003C\u002Fp>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Pipeline → Caller View\u003C\u002Fstrong> and wait for the current settings to load. Read any access restriction before editing.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>Show Caller View to sales reps\u003C\u002Fstrong>. Turning it on requires at least one selected column.\u003C\u002Fli>\n\u003Cli>Expand a stage and select the status columns that should appear. \u003Cstrong>Select all\u003C\u002Fstrong> selects that stage’s columns; \u003Cstrong>Clear\u003C\u002Fstrong> removes that stage’s selections.\u003C\u002Fli>\n\u003Cli>Review the selected-column summary and preview. A stage marked \u003Cstrong>Hidden for sales reps\u003C\u002Fstrong> remains excluded from their effective view even when its columns are selected here.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>Save Changes\u003C\u002Fstrong>. The page persists the shared lead-list settings and displays \u003Cstrong>Saved\u003C\u002Fstrong> only when no service error remains.\u003C\u002Fli>\n\u003Cli>Reopen the page and confirm the retained selections. A separately authorized representative check can confirm the actual permitted view; an administrator preview alone does not prove another role’s experience.\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>If the page asks you to pick at least one column, add an intended column or leave Caller View disabled. If a service notice appears, do not treat the changed local switches as persisted. Reload the saved settings before retrying. Unexpected missing columns may come from \u003Cstrong>Users → Permissions → Pipeline stages\u003C\u002Fstrong>, so inspect that setting before broadening access.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fpipeline\">Pipeline\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcall-recommendations\">Call recommendations\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},"prepare-and-save","Prepare and save",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{"id":60,"text":61,"depth":55},"screenshots","Screenshots",{"pipeline-caller-view-desktop":63},{"id":64,"src":65,"alt":66,"caption":67,"width":68,"height":69},"pipeline-caller-view-desktop","\u002Fmedia\u002Fscreenshots\u002Fpipeline-caller-view-desktop.jpg","Caller View settings with a notice that only owners, admins and managers can set it up, and stage sections showing None shown","The Caller View settings, where owners, admins and managers pick which call columns sales reps see.",1800,897,[71,79,85,92,98,103],{"slug":72,"title":73,"href":74,"icon":75,"description":76,"level":77,"productLocation":78},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","calendar-check","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","intermediate","Pipeline",{"slug":80,"title":81,"href":82,"icon":38,"description":83,"level":41,"productLocation":84},"call-recommendations","Choose who appears in recommended calls","\u002Fguides\u002Fcall-recommendations","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…","Settings → Phone → Call Recommendations",{"slug":86,"title":87,"href":88,"icon":89,"description":90,"level":77,"productLocation":91},"voice-studio","Understand personal voicemail and voice tools","\u002Fguides\u002Fvoice-studio","mail","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":93,"title":94,"href":95,"icon":38,"description":96,"level":77,"productLocation":97},"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":99,"title":100,"href":101,"icon":38,"description":102,"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":104,"title":105,"href":106,"icon":38,"description":107,"level":41,"productLocation":108},"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":86,"title":87,"href":88},[],[],{"title":48,"href":49,"groups":113},[114],{"title":115,"items":116},null,[117,118,119,120,121,122],{"label":105,"href":106,"slug":104},{"label":81,"href":82,"slug":80},{"label":39,"href":37,"slug":35},{"label":87,"href":88,"slug":86},{"label":94,"href":95,"slug":93},{"label":100,"href":101,"slug":99},1793910213572]