Caller groups are used when adding staff to a Campaign. These are the people who will be managing and calling the members of the campaign.
Caller Groups can be added to various List/Campaign records or customized with only certain members for special campaigns if needed.
Creating a Caller Group
- Click Caller Groups Tab from your homepage if showing in your default tabs or click on the All Tabs (+) button and select Caller Groups from the list.
- At Caller Groups Home click New to create a new Caller Group.
- Select Admissions Staff Group from the dropdown on the Select Call Group Record Type page and then click Continue.
- To avoid this step in the future you may want to Set a Default Record Type for Caller Group Record Types.
- To avoid this step in the future you may want to Set a Default Record Type for Caller Group Record Types.
- On the next screen put in a Caller Group Name and, if desired, a description for reference or searching later and then click Save.
- This creates the Caller Group and brings you to the Caller Group record where you are able to add Group Members and/or Campaign information.