Work a Preview Campaign

Use the Dialer Agent Interface to work a Preview campaign. When the campaign calling mode is Preview, the following occurs:

1. Dialer displays a campaign list phone number in the Dialer Agent Interface.

2. Dialer does not place the call.

3. Latitude looks up the account based on the phone number and does one of the following:

• If only one account has a matching phone number, Latitude displays the account in the Work Form.

• If more than one account has a matching phone number, Latitude displays the list of matching accounts. Click the account to display. Latitude closes the list and displays the selected account in the Work Form.

4. Do one of the following:

• To place the call, in the Dialer toolbar, click the "Place this call" icon. Dialer places the call.

• To skip to the next number in the campaign list, in the Dialer toolbar, click the "Skip this call" icon. Dialer displays the next account in the campaign list.

5. During or immediately after ending the call, disposition it. For more information, see Disposition a Call.

Related Topics

Dialer Icons

Campaigns