Calls and leads / Campaigns
Calls and leads

Campaigns

A campaign is a list of leads one agent works on its own schedule.

  1. 1
    Press New campaign: name it, pick the agent, the days and hours it may dial, and an optional daily cap.
  2. 2
    Add the agent's leads that are new (or follow-ups or unreachable) to it. Import new ones on the Leads page first.
  3. 3
    Press Start. Its leads are queued and dialled within its hours, and always within each lead's legal calling hours.
  4. 4
    Watch progress: to go, called, booked, transferred, follow-ups and not interested. Pause or finish any time.