Build a calling campaign

Ny kampagne, give it a Kampagnenavn — f.eks. Udgående liste Q2 — and choose how to fill it.

⟦Byg fra CRM⟧ — Målret et CRM-segment. Kun poster med telefonnummer tilføjes.

1. 1Pick the Kilde: Kontakter, Kunder or Leads.
2. 2Narrow it: Søg — Navn, virksomhed, e-mail ... — Status (f.eks. ny, kvalificeret), Kunde-ID, or Kun mine.
3. 3Watch {{count}} poster med telefonnummer as you go.
4. 4Opret kampagne.

The preview is the part to take seriously. Build the list until the count is a number you can actually get through in a sitting — a campaign of 800 is a list you abandon, a campaign of 60 is an afternoon.

⟦Ingen match har et telefonnummer.⟧ means your filter is fine but nobody in it has a phone number. Records without one cannot be added at all, which is worth knowing before you conclude the filter is broken.

⟦Indsæt numre⟧ — Indsæt en liste med numre, der skal ringes til. Et pr. linje. Et pr. linje, valgfrit nummer,navn, so a line can carry the name too: +45 20 00 00 00, Jens Hansen +45 21 11 11 11 You are shown {{count}} numre before creating.

Use this for a list from outside the CRM. Numbers pasted this way have no record behind them until somebody creates one.

Finished lists. Arkiver keeps the history but takes the campaign out of the way; Vis arkiverede ({{count}}) brings them back into view. When a list is genuinely done you see Kampagnen er gennemført — Alle numre i denne kampagne er blevet ringet op.