Overview
When using one of the Preview Dial Methods, you can set how long the Agent can preview the Lead information before the system dials the number. Agents will have a preset time to review a Lead before the Campaign dials them.
Contents
Configure Preview Time
1.) Click the Call Center main menu.
2.) Click the Campaigns menu option.
The Show Campaigns page will open.
3.) Open your Campaign's settings by clicking the Name.
The Campaign Settings page will open on the General tab.
4.) Click the Outbound Settings tab next to General.
5.) Set your Dial Method to Preview Dial or Preview & Inbound.
6.) Configure your Preview Time:
This is the time limit for the Agent to view the Lead information.
- Unlimited Preview Time: This option will ensure that calls are only placed after the Agent clicks a dial button.
- Dial Immediately: This option will connect the Agent with the Lead while showing the Preview.
- Other options range from 2 seconds to 15 minutes.
7.) Click Apply Changes.
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