If you have been assigned to a campaign, you can manage calls via the CAMPAIGN module.
Select the desired campagn
Go to the Actions menu, then click on 'Process the campaign'
The first contact's record appears. Enter the answers to the questions.
On the left , you can see the contact’s information:
- Surname
- First name
- Main telephone number (secondary numbers are shown below smaller) indicating whether the contact has authorizd us to reach them or not.
- DMS account number
- Client type (individual or professional)
- Main email address (secondary emails shown small below)
- Address
The “MORE INFO” button opens a window with the full contact record (identical to the one in the transactions menu)
At the bottom, the history of previous calls is displayed if calls have already been made with this contact.
When the contact answers, you can record the questionnaire results by selecting one of the following statuses :
- Remind me later: allows you to schedule a new call by choosing the date and time.A reminder is created and logged in the call history. Clicking on the reminder in the CALENDAR takes you directly to the contact's form in the campaign.
- Did not answer: the contact will be rescheduled at the end of the list for another call attempt.
- Unavailable: the contact will no longer be proposed in this campaign. You must provide a reason for the unreachability.
- Decline to participate: enter the reason why the contact refuses to answer the questionnaire.