Provides a more detailed overview of the active call list,
including the telemarketing date of the call list.
Lower pane
Tab
Description
Provides an overview of the selected call list targets, the
employee responsible for the call, the status of the call, and the
planned time and date of the call.
Provides a more detailed overview of the call list target, such
as the actual date and time of the call, its duration, and which
employee made the call.
Buttons
Upper pane
Button
Description
Create a query to select the targets for the call list.
Distribute the active call list targets (contact persons) by the
employee (main contact) registered on the
form.
Distribute the active call list targets (contact persons) by the
employee (main contact) on the
form.
Distribute the active call list targets (contact persons) by the
specific responsibility that is selected on the
form.
Distribute the active call list targets (contact persons) by the
specific responsibility that is selected on the
form.
Distribute the active call list targets (contact persons) by the
specific responsibility that is selected on the
form.
Open the
form to distribute the call list targets to
selected employees.
Clear the target distribution.
Open the
form to create an e-mail group that is based on the
selected targets of the active call list.
Open the
form to define and distribute the
responsibility for the call list targets to selected employees.
Open the
form to display
any activities that are attached to the active call list.
Open the
form to
conduct or register a call for the active call list.
Open the
form to view the status and statistics of the
active call list.
Buttons
Lower pane
Button
Description
Change the status of the selected call list target.
Open one of the following forms to view more information about
the call list target:
Fields
Field
Description
The call list name that is used for telemarketing.
The description of the active call list.
The questionnaire identification of the questionnaire attached
to the active call list.
The employee who owns and is responsible for handling the call
list.
The starting date of the active telemarketing period.
The end date of the active telemarketing period.
The identification number of the campaign.
The number of the activity.
The account number of the directory record.
The name of the directory account.
The identification of the contact persons that is attached to
the business relation.
The employee who owns and is responsible for contacting the call
list target.
The status of the call list.
The planned date of the call.
The duration of the call.
The employee code for the employee who made the call.
The actual date that the call was made.
The activity number generated from number sequence.
The planned or answered questionnaire (if any).
If the call was canceled, the reason for the cancellation.
The reasons for call cancellation are set up and maintained in
the
form.
Tasks that
use this form
