CALL MARKETING
Create
You can create your call marketing by following the given steps:
STEP-1: Click on Activity → Call Marketings → New Call Marketing. Call Marketing Form will appear.
STEP-2: Fill Call Marketing Details.
STEP-3: Assign Campaign to User or team by selecting single or multiple users or single team entries from the list.
STEP-4: To Add Prospect. Click on Add Prospects button. A model pop-up with list of prospects will appear.
Select prospect that you want to add and click on save button in model pop-up.
STEP-5: Click on Save button.
Note: You can Add Call Marketing from Campaign List, right click on Campaign and select Add Call Marketing.
List
Click on Activity → Call Marketings→ List Of Call Marketings. The list of Call Marketing will display.
Edit
You can edit Call Marketing by following the given steps:
STEP-1: Select the Call Marketing that you want to edit. Right click on it and select Edit Call Marketing.
STEP-2: Edit the details and click on Save button.