Build a calling campaign

Ny kampanj, give it a Kampanjnamn — t.ex. Utgående lista Q2 — and choose how to fill it.

⟦Bygg från CRM⟧ — Rikta in dig på ett CRM-segment. Endast poster med telefonnummer läggs till.

1. 1Pick the Källa: Kontakter, Kunder or Leads.
2. 2Narrow it: Sök — Namn, företag, e-post ... — Status (t.ex. ny, kvalificerad), Kund-ID, or Endast mina.
3. 3Watch {{count}} poster med telefonnummer as you go.
4. 4Skapa kampanj.

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.

⟦Inga träffar har ett 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.

⟦Klistra in nummer⟧ — Klistra in en lista med nummer att ringa. Ett per rad. Ett per rad, valfritt nummer,namn, so a line can carry the name too: +46 70 000 00 00, Anna Andersson +46 70 111 11 11 You are shown {{count}} nummer 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. Arkivera keeps the history but takes the campaign out of the way; Visa arkiverade ({{count}}) brings them back into view. When a list is genuinely done you see Kampanjen är slut — Alla nummer i den här kampanjen har ringts.