Managing Telesales Sales Lists
When conducting a telesales campaign your agents will be moving contacts between your telesales lists.
For example you might have a list for 'Not Answered'
Another list might be 'Very Interested'
Typically, the lists will represent the status achieved from a call to the contact.
Before you can conduct a telesales campaign, you will need to set up a number of Sales Lists.
Navigate to 'Marketing'>'Customer Relationship Manager' in the control panel at the top, and click on 'Manage Sales Lists'
You should then add all the lists you might need for your telesales campaign as shown in the example below.
You can add lists later on if required.
When an agent makes a call, they are presented with a screen showing the list names as options. The agent will click on the list name to place the contact into that list. for example, they might place the contact into your 'Very Interested' list.