List Management

The List Management view is designed to be used by Call Center Admins. The purpose is to import leads into a campaign and by extension a dialer. By default, the list management view has three windows.

§ Campaign List - Master list of all campaigns. All other windows will show information related to the campaign highlighted in this window.

§  Users - List of Users assigned to the selected campaign. Users can be created or added to the selected campaign.

§  List Management:

§  Files Tab – Area to upload CSV files with lead information -- to push leads to campaign and dialer.

§  Filters Tab – Area to use filters and create a list of MCL records already existing in the system. This list can then be pushed to a campaign and dialer.