Lead Import

[mastrit]

Is there any way to import leads direct to agent callback


Asterisk version=1.4.44-vici
VERSION: 2.6-395a
BUILD: 130221-1736

[geoff3dmg]

The way we handle this is to import the leads then give each agent an A4 sheet print out of a section of the data. They then manual dial the records given to them. Low tech, but it works.

[DomeDan]

I don't fully understand what you want but take a look at the owner field

The campaign setting:

Owner Only Dialing - If This is enabled, the agent will only receive leads that they are within the ownership parameters for. If this is set to USER then the agent must be the user defined in the database as the owner of this lead. If this is set to TERRITORY then the owner of the lead must match the territory listed in the User Modification screen for this agent. If this is set to USER_GROUP then the owner of the lead must match the user group that the agent is a member of. For this feature to work the dial method must be set to MANUAL or INBOUND_MAN and No Hopper Dialing must be enabled. Default is NONE for disabled. If the option has BLANK at the end, then users are allowed to dial leads with no owner defined in addition to owner defined leads.

But you could import the leads and create callback for them all if you want, you need to do it in the database, so be aware a lot can go wrong

[mav2287]

I Second what DomeDan said the database would most likely be the easiest and fastest way to go. I would add though that I HIGHLY recommend you backup your data BEFORE you even touch the database. We ended with a corrupt database and all kinds of weird stuff starts to happen. We got unlucky and couldn't save it. Thank god we backed up it and restoring wasn't too bad.