MODULE 09 / 17
Call
Manage outbound calling lists, campaigns and follow-up records.
When to use it
Use it for outbound follow-up and phone-based customer updates.
Where to find it
Click here: Call
Step-by-step instructions
Click here: Call
Review the campaign list
Campaign Management lists campaign names, reasons, Pending / Assigned / Completed / Total and status. Zero counts mean that campaign has no matching records yet. + Create Campaign (1) and the row’s Assign are management entries; this guide does not require creating tasks, assigning work or placing calls.
On this image, 1 is + Create Campaign; 2 is near the right of Assign on the campaign row.Click to enlarge