How to import phone numbers in a outbound sales campaign call center

By July 11, 2011asterCRM

Next, start “dialer”, found the campaign you want to operate in “dialer” interface. and then tick before“start”, open the dialer.

 

Then we return to the dial list, check the phone number that has been impored to dial list, and the time has been set, then the system will automatically dial-up based on dial-up time, when the number is automatically dialing, the screen will automatically pop up incoming information .

 

The phone number waiting to be dialed in dial list

 

when the phone is dialing, the agent interface will pop up some windows  about customer information, etc. as well as the phone numbers have been imported are waiting to be dialed in dial list. The information of incoming will pop-up at the right corner of computer screen.

 

Next, according to the call result select campaign result, update.

 

After the call, we return to the dialed list, and there will be the whole number the seats have called and the related information. in order to facilitate better analysis of all data and adjustment, the system can use the export function to make all data generated as report file (export xls and export csv), select the “Select Operation” at the right top of screen, select the form you want to export,  export.

Then all the data would have been generated to excel form.

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