Tag
best-practices
2 posts.
A pre-handoff checklist: what to confirm before transferring a live customer
Before you hand a live customer to a closer or another line, run through this short checklist so the transfer lands and the lead is never lost.
Read postVICIdial List Management Best Practices for New Operators
A practical starting checklist for managing VICIdial lists: naming, campaign assignment, resets, expiration, and the stats that tell you when a list is spent.
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