Dialer Conversion
Open and filter
Open Dialer → Reports and choose Dialer Conversion in the Report selector. CRM Dialer access and the dialer reports permission are required; results include only permitted work. Choose Date Range and Batch, User, Department, Source Type, Visibility Scope, then select Load Report. The initial dates are 30 days before today through today; the picker also offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month and Last Month. User, department and batch choices depend on access. Source, scope and import status choices are fixed; see the filter reference.
Read the report
Batch, Source and Scope identify the queue. Total Items counts matching items; Interested counts last dispositions INTERESTED or QUALIFIED; Promoted counts CRM promotion flags; Callbacks Open and Completed reflect current item statuses. Promotion Rate is Promoted divided by Interested, or zero when none.
Date Range filters item update date and User filters last action user. Promoted and Interested are separate current flags, so the rate can exceed 100%. Cards show Batches, Interested Outcomes, Promoted To CRM and Promotion Rate.
The table supports search, sorting and pagination (100 rows per page), plus CSV, Excel and PDF exports after the report enhancement loads. Export only where authorized. Rows in the shared table are text, not drill-down links; use the dialer workspace for queue or prospect work. Changing Report opens the chosen report without retaining the current filters.
Use the charts
Read the chart definitions for this report and use the chart type buttons to compare measures. Table search redraws linked charts across matching loaded rows; summary cards retain the full report totals. See chart, search and export procedures and all dialer filters and navigation.
Use and verify
If a batch has four interested items and two promoted items, the displayed promotion rate is 50%. Check last disposition, promotion flag and item update date if the rate differs from a campaign conversion calculation.