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Outbound Telemarketing - SettingsGeneral InformationThis screen enables you to define specific criteria to be used in creating the list of scheduled calls in the Outbound Calls list of the Telemarketing Module. Settings made in this screen are saved and used for all selects for the Outbound Calls list until they are changed again. How to Use the ScreenEnter or change the information in the fields as required. Any one or combination of fields may be used. Field Definitions READY TO CALL - check this box to include those calls that are at or beyond their scheduled call date. SCHEDULED FOLLOWUP CALLS - check this box to include those calls that are not yet at their scheduled call date. COMPLETED CALLS - check this box to include those calls that have already been completed. MESSAGE TEXT CONTAINING - a word or phrase from the call topic to limit the call list selection. INTEREST CODE - an interest level code to limit the call list selection to calls for customers with that interest level. SCRIPT CODE - a script code to limit the call list selection to calls for calls with that script code. Lookup/List is available on this field. STATE - a state or province code to limit the call list selection to calls for customers in a specific state or province. CALL DATE -a date calls were made to limit the call list selection. |