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Can't see the person you're looking for? Check they're a project leader at People ➜ Settings ➜ Permissions ➜ Project leader.

As project leader you get to see timesheets, activity, and timesheet emails of people working in this project.


Sets a dashed blue target line on the "Active" report. Measured as the % of an hour that the worker shows activity through Zipier Desktop. Only measures hours that the worker clocked as worked in this project.
At the end of the call when the phone button is pressed, information about the call and lead can be sent to an external API via the url entered here.
Allows agents to update the details of the lead during and after a call.
Preview dialing: Show your rep the next call after each call. Ideal for complex sales with research between calls.

Progressive dialing: Automatically dial the next number after each call. Ideal for smaller teams, or high value calls.

Predictive dialing: Powerful dialing options built for professional call centers . Increase your contact rate by 50% or more. Ideal for larger teams.


Calls will be recorded, and the recordings may then be listened to in Projects ➜ Calls out ➜ .

In some states/countries you may need to obtain permission from the other party to record the call.


Optional. Shows a target line on some of the reports.
Optional. Shows a target line on some of the reports.
Leads won't be chosen to be called if their local time (based on the time zone specified for the lead) is outside these times.
How long to wait before attempting to call a number again.
How many times to attempt calling a number.

Only used if the disposition call back days was left empty.

Leads are selected in the following order:

Changing this to a larger number will cause all numbers that were never answered to become eligible to be called again.


What caller ID number to display to those you call.
If a country isn't set for a lead this country's dialing code will be used.
If a call isn't answered within this time, hang up the call to save agents from wasting time.
Leads, scripts, call settings, and lead field headings can be copied from one project to other projects.

This lets you change those features in one place, and have each of the projects it's shared with automatically use the updates.


Leads, scripts, call settings, and lead field headings can be copied from one project to other projects.

This lets you change those features in one place, and have each of the projects it's shared with automatically use the updates.


Leads can be stored in one project but used in other projects.

This lets you have one set of leads that's shared with multiple projects that each have different settings and scripts.


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Answer. Yes. Keep them as a project worker only..

You can restrict agents on your project from seeing all your project's reports by adding your agents as "Workers" only at Projects ➜ Members ➜ Workers.

As "Workers" only, your agents will only be able to see:

  1. Their own "wins" per hour.
  2. Their own critiques.
  3. Their own calls list.

If you add a member under "Observers" at Projects ➜ Members ➜ Observers they'll have access to all of the project's reports.

You can add and remove members for different project permissions at Projects ➜ Members ➜ Summary.

Updated: 13 May 2019. Keywords: view, hide, stop, wins, observe, permissions.
 
Answer. Invite them to your Zipier, then add them as an observer to the project.

You can allow someone outside your org to see only the hours worked on a specific project (and nothing else) by:

  1. Invite the outside person to your Zipier account at Menu ➜ People ➜ Invite person.
  2. Choose the projects you'd like to share.
  3. Go to Projects ➜ Members ➜ Observers.
  4. Add the outside person as an observer to those projects.

When the outside person logs in, they'll only be able to see reports in the projects they're an observer on, and nothing else.

Updated: 13 May 2019. Keywords: restrict, share, invite.
 
Answer. Owners: full project admin access. Workers: can clock time to this project. Reviewers: can listen to, and critique calls. Observers: can see reports.

Here's the difference between owners, workers, and observers in a project:

A person can be added as more than one kind of member to a project.

See Projects ➜ Members ➜ Summary for an overview of who's got access to what.

Updated: 13 May 2019. Keywords: roles.
 
Answer. Edit project member's timesheets. View their attendance reports and paystubs.

When a person is appointed as project leader, for others who're workers in their project, the project leader can:

  1. See and make changes to their timesheets.
  2. View their attendance reports.
  3. View their paystubs (only the details that relate to hours worked).

Project leaders don't get additional access on the project. You probably want to add them as Projects ➜ Members ➜ Owners so they can also make changes to anything on the project.

Updated: 13 May 2019. Keywords: purpose.
 
Answer. Bigger for people who clock-in more hours.

On the Projects ➜ Project page you'll notice that some people's faces are larger than others.

The size of the face is scaled larger for people who clock-in more hours to this project, and smaller for people who clock-in less hours.

Updated: 13 May 2019. Keywords: bigger, smaller.
 
 
Answer. Go to Projects ➜ report-page-settings.

To create a report of all the hours worked in a week or month:

  1. Add people as Projects ➜ Members ➜ Workers.
  2. Have those people clock-in time against that project using the work-time menu or timesheets.
  3. Choose Projects ➜ report-page-settings then click "View".
  4. This will pop open a new tab.
  5. Print by pressing Ctrl+P
Updated: 13 May 2019. Keywords: chart, total, summary, time.
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