vicidial.org

Hi,

I noticed that in all tutorials there is a reference to a way of making call by agents basing on a filled in list of list. My question is if it is possible to perform calls by agent on the blow and to introduce date (number of call, further data like address and so on) during consecutive calls ??

How to configure this option ??


Regards, Jacek

VERSION: 2.6-375a
BUILD: 120831-1523
© 2012 ViciDial Group

1) I do not understand "perform calls by agent on the blow", but I'm guessing you mean having the agents putting the leads in manually and then calling those customers back and storing more notes with each new call. Yes, this is possible.

2) If that's what you meant: set the campaign to inbound_man or manual dialing. Set the campaign to allow login with no leads in the hopper. Be sure the agents also have manual dialing. Turn on per call notes (to allow each call to create a new "note") and be sure the agent/campaign allow agent-only callbacks to be created. Explore the options available for the agent and the campaign for manual dialing and callbacks (there are quite a few options, actually).

3) Also be sure the manual dial list id for the campaign is set to a list you create for this purpose (to hold these leads) and make sure that list is assigned to this campaign after you create it.

4) After your daily run, you will probably want to reset the called status for the list (perhaps set it to daily at 8AM by putting 800 in the auto-reset field of the list). Then you'll need to choose the Dispositions (statuses) in the campaign that you want to call back.

5) Then your agents can either enter a new lead or push the "next lead" until they run out of leads each day.

And remember to list your installation method with version next time. It helps