Campaigns & leads

Build campaigns, load lead lists, and control how and when they dial.

12 articles

Set up a campaign from scratch: how it dials, caller ID, phone line and calling hours, then attach a list and switch it on.

5 min read

Create a list, import a CSV of leads, check what was skipped, and switch the list on so your campaign can dial it.

5 min read

Look up one lead, see every call made to it in Lead Trace, fix its details or result, add a lead by hand, or add numbers to do-not-call.

3 min read

Add your own call results, choose what each one counts as, retire old ones, and give one campaign its own results and hot keys.

4 min read

Decide which call results get dialed again, start a fresh pass by resetting a list, and retry no-answers sooner with lead recycling rules.

4 min read

How fast your campaign dials, what a dropped call is, and the settings that keep your drop rate under control.

4 min read

Write the script agents read on calls, show it on a campaign, and narrow which leads get dialed with a tested lead filter.

3 min read

Add your own fields to a list so agents can see and fill in extra details, reuse them on other lists, and load them from a CSV.

3 min read

See how many leads are left, what is queued to dial next, and what is keeping leads from being called.

3 min read

Set when your dialer may call each lead, close or shorten days for holidays, and set the shifts agents can sign in to.

4 min read

Upload greetings and prompts, or type a script and turn it into speech, then use them in menus, queues and after-hours messages.

3 min read

Keep do-not-call lists working on every campaign, add numbers to them, and screen each number against Blacklist Alliance before it is dialed.

3 min read