How to manage active campaigns

Only campaigns that are in the active campaign list will be included in the prospects that the telemarketing module presents for agents.

To navigate to the active campaign list

1. Log onto the staff site
2. Go to Settings > Utilities > General Lookup Tables
3. From the dropdown list, choose TM_ACTIVE_CAMPAIGN

To add a campaign to the active list

1. Click on Add New Row
2. Enter the code of the campaign into the Code field
3. Enter the ID of the agents that you want to work on the campaign in the description box, separate IDs with commas and no spaces. For example:  1234,5678
4. Click Save and continue

To remove a campaign from the active list

1. Click on the red x at the end of the row for the campaign you want to delete

The full list of campaigns including Codes and Descriptions is available in the lookup table called TM_CAMPAIGN.

Please note, this does not delete the campaign, it stops prospects from that campaign being presented to agents.