Restrict leads to specific users

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Restrict leads to specific users

Postby ccabrera » Fri Feb 03, 2012 3:57 am

Hello,

I was wondering: what is the best way to restrict a user to dial only into some specific leads of a campaign?

My client wants his agents to only dial their own leads and not dial each others leads. I was thinking about creating several campaigns each with specific leads for every agent, but maybe theres a more precise way which I do not know.

Whats your best recommendation on how to do this?

Regards,
ccabrera
 
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Postby mflorell » Fri Feb 03, 2012 7:29 am

Owner-only dialing allows for this, in MANUAL dial method campaigns only of course. You just load the leads in with the user ID set into the owner field and enabled the no-hopper-dialing and owner-only dialing settings in the campaign.
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