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I need some helping getting campaign live

PostPosted: Wed Oct 09, 2013 6:04 am
by Mikegarza984
Hello,

I need help getting the campaign to go live, and link it with sugarcrm.


Need to learn how to set up vici dial to transfer to closers and how to setup sugarCRM with vici dial and also how to make a campaign to live and show up on the drop down menu when agents are logging in. And how to integrate a soft phone in vici dial.

I already made a campaign, created users, loaded leads and script and when I go to login the campaigns do not show up in drop down.

Thank you in advance for you help.

Re: I need some helping getting campaign live

PostPosted: Wed Oct 09, 2013 6:25 am
by DomeDan
You can start of by reading both the agent and manager manuals
make sure the user group of the agent got permission to see the campaign, and that the campaign is active.

sugarcrm, dont know, use google to find related topics on the forum