Often times you may want to dial a specific area code or several area codes at one time. To do this, Advanced Lead Filtering (ALF) must be turned on for your account. To see if ALF is turned on, please go to Call Center and see if there is an entry for Advanced Lead Filter. If ALF is not turned on, please contact our Support Team (help@convoso.com) to enable this feature.
To start, you will need to go to Call Center and then Advanced Lead Filters.
Click the button in the top right corner to add a new filter.
Once in the new filter, give the filter a descriptive name and click the Add Set button, then click Add Group, then click Add Item. In this example, we will be filtering for all of San Diego, CA area codes.
Select Primary Phone from the drop down that appears. Then select Greater than or Equal to in the next drop down. In the actual phone number field, type in the area code that you would like to dial followed by 7 zeros.
Go back to the top and click Add Set again, then click add group, then click add item.
You will notice a small drop-down menu appear between the two sets which reads And or Or. Set this drop down to AND as seen in the screenshot above.
Once again select the Primary Phone option but this time set the qualifier to Less Than or Equal to the area code you would like to dial followed by 7 nines.
If you only want to dial one area code, you are done.
However, if you would like to add multiple area codes, click Add Set again. This time in the small drop down menu that reads And or Or, select the OR option as in the screenshot above.
Select Primary Phone from the drop down that appears. Then select Greater than or Equal to in the next drop down. In the actual phone number field, type in the new area code that you would like to dial followed by 7 zeros.
Once again select the Primary Phone option but this time set the qualifier to Less Than or Equal to the area code you would like to dial followed by 7 nines.
To continue this pattern, alternate the AND/OR drop down with the AND always being between the two identical area codes and the OR always being between the different area codes.
For multiple area codes, your results will appear as follows:
How to Create an Advance Lead Filter that will Exclude Area Codes.
Create a Set with 2 Groups.
For the first group, select these settings
- Item = Primary Phone
- Condition = LESS THAN
- Value = Area Code followed by 7 zeroes
For the second group, select these settings
- Item = Primary Phone
- Condition = GREATER THAN
- Value = Area Code followed by 7 nines
If you need to add another Area Code to be excluded, Create another Set and configure it independently.
For example, we need to exclude area code 313. This is how we do it.
Another example, we need to exclude area code 313 and 818. This is how we do it.
