vicidial.org

Hello,

We have a team of telemarketers calling, and when they get the call to a certain point, they pass it over to a closer logged into a closer campaign to finish the sale. This is working perfectly as designed.

However, on about 60% of the calls the customer requests to talk to the closer at a later time or a different day - so the telemarketer needs to schedule the closer to call them back later - how do we do this?
-If they set an ANYONE callback, it will just go to any telemarketer.
-If they set an AGENTONLY callback, it will just go to the same telemarketer.

How do they schedule callbacks for OTHER specific users or groups so our closers get these followups?

Thanks,
Ricky

One method would be to create a new callback status named CLS (for closers) and allow the agent to select the date/time but not the User. then have a script automatically move those closer callbacks to a closer list in a closer campaign set to dial 1:1 so no calls are ever dropped. Then when the time comes, the system will auto-dial as soon as a closer is available and pass it to the first available closer. Do not allow anyone other than closers in that campaign.

That's would work perfectly. I just don't know how to "have a script automatically move those closer callbacks to a closer list".

Could you point me in the right direction or give me a starting point on how to do that?

Much appreciated,
Ricky

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I'm just a little excited - for the past couple years we've been stuck between whatever my feeble brain can scrounge up on Google on one hand and the guys offering to do everything for a million dollars on the other hand. This is a nice help to get us over those little technical humps that come up.

-Ricky