Build a calling campaign

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Ny kampanje, give it a Kampanjenavnf.eks. Utgående liste Q2 — and choose how to fill it.

⟦Bygg fra CRM⟧Målrett et CRM-segment. Bare oppføringer med telefonnummer legges til.

  1. 1Pick the Kilde: Kontakter, Kunder or Leads.
  2. 2Narrow it: SøkNavn, firma, e-post ...Status (f.eks. ny, kvalifisert), Kunde-ID, or Bare mine.
  3. 3Watch {{count}} oppføringer med telefonnummer as you go.
  4. 4Opprett kampanje.

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 treff 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.

⟦Lim inn numre⟧Lim inn en liste med numre å ringe. Ett per linje. Ett per linje, eventuelt nummer,navn, so a line can carry the name too: +47 900 00 000, Kari Nordmann +47 911 11 111 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 arkiverte ({{count}}) brings them back into view. When a list is genuinely done you see Kampanjen er ferdigAlle numrene i denne kampanjen er ringt.

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