Skip to main contentSteps for Bulk Calling:
Step 1: Navigate to Bulk Calling
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Go to the Marketing tab in the application.
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Click on Bulk Calling to open the feature.
Step 2: Select Call Type
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Telecallers need to choose the type of customers they want to call:
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Channel Partners
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Customers
Step 3: Apply List Filter
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Select a List Filter to narrow down the list of customers.
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Based on the filter selected, the system fetches and displays the count of customers available for bulk calling.
Step 4: Add Product & Lead ID
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Enter the Product ID related to the campaign.
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Enter the Lead ID for tracking the specific campaign.
Step 5: Assign Skills to Telecaller
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Select the Skill Name that the telecaller should be mapped with.
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Select the Skill Group which defines the type of customers assigned to the telecaller.
Step 6: Start Bulk Calling
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Click on Start Calling to initiate the bulk calling process.
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The SlashRTC dialer will open automatically.
Step 7: Access the Contact Book
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In the SlashRTC dialer, click on the Contact Book at the top.
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This is where the system has bulk pushed the leads (customers from the selected list filter).
Step 8: Begin Calling
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Telecaller can now start calling the customers one by one from the Contact Book.
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After each call, provide the feedback/response for reporting and tracking.
