Method:Classic General Q&A

Re: Using a call centre

Method_Ben — Wed, 20 Apr 2016 16:24:37 GMT

Hi Bonnie,

This is certainly possible! The best way to accomplish this in Method:Classic would be to take advantage of the List Builder (Found under the CRM Tab Group > Campaigns > List Builder)

The List builder will enable you to fill a list with your Customer leads, Create activites for these contacts, and assign them to the Method user you set up for your Call Centre. When your Call centre logs into their account, they will then see a list of every lead they need to call! Once the call has been made, they can complete the activity, assign follow ups etc...

Hopefully this helps. Let me know if you have any further questions.

Thanks Bonnie.

-Ben

Using a call centre

Bonnie-at-Lmoor — Tue, 19 Apr 2016 20:43:52 GMT

Hi everyone,

We've recently signed an agreement with an agency to do some outbound calling. They tell me that they have used Method before, so I plan to set them up as a user.

The project we have on the go is to sell a course that we're offering. We would like the call centre to call a set of leads (that are in the general geographical area), and book them in the course.

I was thinking of setting up a campaign to select the leads we want to approach. Is that the easiest way? Sometimes I spend SO much time messing around with importing and exporting data from Method, I wonder if we should go back to using autofilter in an Excel spreadsheet!

Thanks,

Bonnie