This FAQ will guide you on how to create a new lead.
- Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM.
- Click on Create Lead button
- If the Agent is logged in to a single campaign:
Fill in New Lead sheet with the necessary information and click on the Create Lead button in the bottom right of the page.
NOTE: All boxes highlighted with red are mandatory fields.
- If the Agent is logged in to a campaign group, select the campaign first then click on create
If the User Setting Sources is set to Source Campaign and you open a lead, the modal box will show and will require you to select a Campaign from the Campaign Group.
All the settings related to a Campaign will come from the Campaign selected.
To dial this new created lead, while in a non ready status click on the Red Phone Button next to the phone number.