All installation and configuration problems and questions
Moderators: gerski, enjay, williamconley, Op3r, Staydog, gardo, mflorell, MJCoate, mcargile, Kumba, Michael_N
by ZibiX » Sun Jan 10, 2016 4:59 pm
Hi.
One of mu clients wants to call all SALEs 2 weeks after initial call. Problem is that every Agent needs to call only his SALEs.
I have found 2 options in Campaign Detail:
Owner Only Dialing
Owner Populate
Can you tell me that this procedure os OK:
- Agents finish normal campaign
- I set Owner Populate to ENABLE and then user id will populate to owner field? Or do i need to set this option before Agents start calling campaign?
- I create new campaign with Owner Only Dialing set to USER
- I need to download list from first campaign and import it yo new one (remember to import the Owner field)
- Agents will start calling and recieve only theirs SALEs
-
ZibiX
-
- Posts: 107
- Joined: Wed Jul 03, 2013 5:36 am
- Location: Poland
by mflorell » Sun Jan 10, 2016 8:05 pm
If you are going to re-import the list into a different campaign you don't need to worry about owner populate, since you can just fill in the owner field with the user when you import. Other than that, it will work as you have described.
-
mflorell
- Site Admin
-
- Posts: 18386
- Joined: Wed Jun 07, 2006 2:45 pm
- Location: Florida
-
Return to Support
Who is online
Users browsing this forum: Bing [Bot] and 99 guests