Allocate Leads-4959

Owned by PeterF (Deactivated)
Sept 06, 2016
1 min read

The Campaign Control Panel allows you to undertake command Campaign management tasks such as Importing and Exporting Campaigns.

Change Dialer

The Change Dialer button allows you to switch the dialer mode between the most common dialer modes. For finer grained control over the dialer go to Campaign | Campaign Template, the select the Dialer tab.

Dispositions

To modify the set of dispositions used by an Allocation:

  • Select the Allocation from the left hand list
  • Click the 'Dispositons' button

New Allocation

The 'New Allocation' button allows you to allocated leads that haven't yet been allocated or re-allocate existing leads.

To create a new allocation:

  • Select the Allocation or Campaign that will act as the 'source' of leads
  • Click 'New Allocation'

Wash (requires DNC license)

If you have a DNC license and an active DNCR account then you can wash (and rewash) Allocations.

To wash an allocation or check the progress of a wash

  • Select the Allocation from the left hand list
  • Click the 'Wash' button

Schedule

The Scheduler allows you to reschedule calls and callbacks.

Screen Layout

Importing

To import a new Campaign or top up existing Campaigns or Allocations click the 'Import' button.

Exporting

To Export an existing Allocation (or even multiple allocations from one campaign):

  • Select the Allocation from the left hand list.
  • Click the Export button
  • Follow the export wizard.

Inactive (stopped) Allocations

Inactive Allocations are not normally displayed i the list of allocations. This means that if you Stop an allocation it will be immediately removed from the list.

To see inactive allocations click the 'Advanced' button next to the search bar and click the 'Show Inactive Allocations' checkbox.