2.3 Common Terms
Term | Definition |
Agent | a staff member of your business whose task it is to call sales leads. |
Allocation | a subset of leads from a campaign given to one or more agents. |
Campaign List | a list of an agent’s Allocations for processing. |
Campaign Manager | the person who creates and manages the campaigns and allocates leads to Agents. |
Campaign Name | the name of your marketing campaign, created when leads are imported. |
Campaign Template | a template used to control how leads are presented and processed. |
Campaign | a collection of leads. |
CSV | a ‘comma separated variable’ file |
Dialler | the tool for agents to dial leads. |
Dispositions | fields used to record the outcome of a sales call against a lead. |
Lead | a set of details or fields about an individual, business or company. |
Script or Call Script | the document that tells the agent what they say whilst on the phone. |
Stop Codes | fields used to record the reason an Agent has stopped the dialler. |