by jamiemurray » Wed Nov 16, 2022 10:27 am
It's not referred to as CID Lookup when doing the same for manual calls.
Go to the campaign detail view and scroll down to the manual dial section. The fields that will be of interest depending on your requirements will be as follows:
Manual Dial Filter - This limits what numbers the agents can dial to those in the system/campaign and optionally prevent them from dialing any numbers previously marked as DNC.
Manual Dial Search Checkbox - SELECTED_LOCK will ensure the agent cannot bypass searching for a matching lead whilst making a manual call, if a match is found when they dial the number, that lead will be displayed on their screen.
Manual Dial Search Filter: This is where you define the scope of the search performed to look for existing leads when a manual call is getting placed. It can be a system wide check, campaign only or specific list.
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