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Displaying Call Status Analysis by Employee Charts

The Call Status Analysis by Employee chart displays completed and uncompleted calls by a specified employee for each campaign. The values for this chart may be derived from lists of contacts and prospects assigned to the position and the Calls Completed field for the contact or prospect record in the Contacts or Prospects view.

A campaign list can be associated with a position. When such association occurs, the position becomes the owner of the Campaign Contacts or Campaign Prospects. If the OwnerID is assigned, then only the employees of that position can display the Campaign Contacts or Prospects for a particular campaign. If the list is not assigned, then the OwnerID is NULL and any employee assigned to the Campaign Team or Campaign Group can display the Contacts or Prospects view.

To prepare for generating the Call Status Analysis by Employee chart

1. If the employee position is evaluated based on lists of contacts and prospects, assign the lists to the position in the Campaign Lists view.

   The position becomes the owner of the list's contacts and prospects.

   When you associate a list with a campaign, if the Position field is not empty, then the OwnerID or each contact or prospect in that list is associated with that position.

   Most companies do not assign the contacts or prospects to a position, so the OwnerID is NULL. In such cases, the chart shows only one employee: Unknown.

2. Update call status in the Campaign Contacts view.

   The chart draws its values on which contacts have been called based on the Done flag in the Call Status field. Make sure this field reflects the current status of the call.