Leads Module
Each Campaign is linked to a Campaign Product. Multiple campaign products can be setup per instance, however only one product can be linked to a campaign. ...
Mon, 13 Dec, 2021 at 3:19 PM
Campaigns are used to group leads together for reporting purposes. Before creating a campaign, please ensure that you have completed the Create campaign pr...
Tue, 14 Dec, 2021 at 2:36 PM
Multiple email templates can be created and linked to each campaign, which allows agents to communicate with the contact directly from the lead Cli...
Mon, 13 Dec, 2021 at 4:23 PM
SMS templates can be setup per campaign which allows agents to communicate with the contact directly from the lead These templates can be setup per...
Mon, 13 Dec, 2021 at 4:06 PM
Leads can only be assigned to a lead agent. Navigate to menu item CRM Contacts | Leads | Lead Agent Click on + New Lead Agent Complete the re...
Fri, 14 Jan, 2022 at 3:24 PM
Leads can be created from various screens in the system From the main Leads list screen, menu item Leads | Leads Click on the + New Lead button ...
Tue, 14 Dec, 2021 at 4:09 PM
The leads dashboard provides a summary of all the leads in the various stages as well as different reporting criteria e.g. Per campaign or per agent. Me...
Wed, 15 Dec, 2021 at 3:22 PM
List of leads can be imported. Please download the latest template of the import file from the Campaign Lead Import screen: Click on the Download example f...
Tue, 18 Jan, 2022 at 10:11 AM
A Call Agent script can linked to a campaign. Navigate to the applicable call center campaign Click on the Edit button Use the editor to cre...
Mon, 31 Jan, 2022 at 4:26 PM