Help on campaigns.

Hi,

I'm pretty new to CRM and have been tasked with setting up a phone campaign
for a number of sales agents to call a marketing list made up of leads. (We
are running CRM v3.0)

I've tried setting it up both as a campaign and a quick campaign and hit the
same problem both ways.
The only options for assigning the task are either to myself or to the owner
of the leads. The leads are either owned by a default account that we use
prior to validation or by an account manager (not the sales agents).
Is there a way to task the calls to the agents (put the task in their queue)
without assigning the lead to them?

I've searched the web for information on campaigns and it's pretty sparse;
there are lots of generic overviews on the benefits but little on how to
actually do it.
Any links to "how to"documents on campaigns would be appreciated as well.


Thanks in advance.

Aamir
Fri May 25 06:13:27 CDT 2007

The easy solution :

1= Make a marketing list and add the selected account to the
marketing list
2= click on manage member (there is way to add more column and
evaluate members ) .

3= if you have internal sales agent , they can accss CRM marketing
list for call

4= if they r external , then u export it to excel and send them.

PS " write it down if u need more detailed help"

SteveKnight
Fri May 25 07:42:00 CDT 2007

Hi,

Thanks for the reply.

That was pretty much where I got to.

On previous campaigns (we had a dedicated CRM guru who has now left), when
the campaign was started the "phone call" task was added to a queue in the
sales agents workplace, this was accessible by all members of the team. They
then accepted the task and made the call.
I'm tryiig to replicate this.

Thanks

"Aamir" wrote:

> The easy solution :
>
> 1= Make a marketing list and add the selected account to the
> marketing list
> 2= click on manage member (there is way to add more column and
> evaluate members ) .
>
> 3= if you have internal sales agent , they can accss CRM marketing
> list for call
>
> 4= if they r external , then u export it to excel and send them.
>
> PS " write it down if u need more detailed help"
>
>

Aamir
Fri May 25 08:47:34 CDT 2007

about phone call activity added to queue :

Open the workflow manager and make rule for create

1=
when fone call is created

2= click on action and assigned ....assigned to .....Queue .

PS" remember to make the queue from business unit setting".