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Scheduling an internal telesales activity
User Requirement: Information Manager rights
To schedule follow-up calls for the marketing team:
- Click Wave Activity.
- Click the Schedule Telesales workflow button.
- Select the group and click Save. The New Task page is displayed with special scheduling options to distribute the calls among your marketing team.
- Select the team members who will perform the calls from the list of users.
- Set the start date and time from the calendar and time fields.
- Use the Scheduling Options to set the maximum number of calls per day.
- If the Round Robin Broker Rule is selected, the number of calls per day is the maximum number of calls distributed evenly per user per day.
- If the Queue Broker Rule is selected, the number of calls per day will be the maximum number of calls distributed per day to the selected team. The Queue Broker Rule can only be used if a Team has been selected.
- If the Distribute Among Team Users is checked, the calls is distributed among all users whose Primary Team is equal to the selected Team.
- Select the Internal Actions option in the Parent Category field. This field stores the static list of recipients for this particular phone follow-up in Key Attribute Data.
- Click Save.
- To see the full list of calls that have just been scheduled, click the Communications tab within this Wave Activity summary.
The Marketing team can now work through the follow-up calls from their respective calendars, and select the relevant response code as they complete each call.
See Also:
Setting up a new campaign
Tasks Involved in a Typical Campaign
Creating a group
Performing an internal mail merge
Setting up new response codes
Key Attribute Profiling. Refer to the System Administrator Help.
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