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Outbound TelemarketingGeneral InformationThis screen contains a list of outbound telemarketing calls. It is only used when the Telemarketing Module is installed with your M.O.M. system. The calls on the Outbound Telemarketing list have been created either individually with the Schedule a Followup Call screen or in batch as a Saved List created with the List Management Module. How to Use the ScreenSelecting a CallThe list can be selected for a specific user or group of users by selecting a new user in the LIST OF CALLS FOR field. You may select a call from the list by double clicking with your mouse, pressing the ENTER key, or by pressing the SELECT button at the bottom of the screen. When a call is selected on this screen, you are automatically transferred to the Contact History screen for that customer with the selected call highlighted in the customer's contact list. When you exit the customer information screen after the call is completed, you are returned to the Outbound Calls list. The list of calls may be sorted by DATE, STATE, USER, or INTEREST. Click on the appropriate field column heading to change the sort sequence. Changing the Select SettingsPress the SETTINGS button at the bottom of the screen to display the Outbound Telemarketing Settings screen. Settings made in this screen are saved and used for all selects for the Outbound Calls list until they are changed again. Printing the List of CallsPress the PRINT button at the bottom of the screen to print the Outbound Calls list. Column Headings DATE - the date the call is scheduled to be made. STATE - the customer's state or province. USER - the user assigned to make the call. SPEAK TO - the name of the contact for the customer. DISCUSS - the first line of the call log for the scheduled call. SCRIPT - the script code if one has been assigned for the scheduled call. INTEREST - the interest level last given to the customer. CALL STATUS - this field at the bottom of the screen indicates whether the selected call is scheduled for a future date (CALL) or is currently at or past its scheduled date (CALL NOW). # OF CALLS SELECTED - provides a total count of the calls in the list. |