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Multi-lead with owner-only dialing. Is it possible?

PostPosted: Thu Nov 21, 2019 3:41 pm
by ccabrera
Our client wants to dial up to 7 phone numbers, but their leads are supposed to be dialed only by specific agents. So, can multi-lead be used with owner-only dialing?

Since both use the 'owner' field for its own purposes, I believe there may be a conflict.

If this can't be used, what would be the second best option? I'm thinking exclusive campaigns per agent, but I wanted to be sure there was nowhere else to go first.

Thanks for any ideas.

Re: Multi-lead with owner-only dialing. Is it possible?

PostPosted: Thu Nov 21, 2019 5:08 pm
by mflorell
You can set up per-user filters, which would allow you to use whatever field you want to segregate the leads per user, but then you would have to create a filter for each user, although that shouldn't cause any performance issues really.

Re: Multi-lead with owner-only dialing. Is it possible?

PostPosted: Thu Nov 21, 2019 5:25 pm
by ccabrera
Thank you for the idea. That's what I was looking for.

Regards,