Each Campaign may have many call lists and many templates.  Before you can import records into your call list, you must add create an import template which maps your call list data to your script fields.  Click the Add Import Template button and follow the wizard.  Step by step instructions are available here:  Setup Outbound Template Wizard.

Once you have created a Call List and Import Template, use this button to import the records into your call List. 

 

 

 

Records can be imported into a specified call list using a specified template automatically.  For further information, see Scheduled Call List Imports

Manually add a single record by typing the information into the fields.  Adding a record in this way does NOT allow you to enter data for any script fields, only the campaign fields.

Show the records associated with the currently selected call list.  This is the default view that is shown when you double click on an existing call list.  Use this view to mass update call list items.

 

 

Double clicking on a select checkbox will jump to the Call Record Details for that call.

View records in the current call list that are assigned to specific agents, or "All Agents", that is to say not assigned to anyone.

 

View calls by the date they are rescheduled for, and which agent they are assigned to:

 

This allows you to view and edit the data collected on a particular call.  To change the outcome of or reschedule a particular call, see View\Edit Call Record, below  The agent may have made a mistake which needs rectifying.  This is where you would do it.

 

Make sure you are viewing campaign records for the correct call list, then select a COMPLETED record to view by checking the box  in the left hand column of the list that corresponds to the record you wish to view or edit.

 

 

By default, only the fields where the data was collected are shown.  Choose the "Yes" radio button to Show All Fields.

 

Edit the collected data and click Update or Cancel at the bottom.

 

 

View information relating to the call:

 

 

This screen can also be reached by double clicking on a call's check box from the Show Campaign Records view.

Change the status (New, Finished, Rescheduled, Disabled) of single or multiple records using the following search options:

 

 

Change the Priority (0 = low, 100 = high) of single or multiple records using the following search options:

 

Change the maximum Call Attempts (the number of re-tries the system will make until the calls are Finished, 0 = infinite) of single or multiple records using the following search options:

 

Change the who the records are assigned to (reassign calls from one agent to another) of single or multiple records using the following search options:

 

Reschedule single or multiple records using the following search options:

 

Move records from the current call list into another call list.  Select the single or multiple records to move using the following search options:

 

Prioritise Records according to any script field.  See Prioritise Records for further information

Disable individual records.  You must first select the records to disable.

Delete disabled records. 

Make the current call list active.  See also Manage Campaign Call Lists

Select the user groups that will be able to make calls from the current call list.  This is particularly relevant where the call in a call list are assigned to All Agents/All Users.