When you have a batch of leads to work through, there’s no need to export a spreadsheet. ICTERP can send them straight to an ICTContact campaign, and every call that campaign makes is tracked back to the right lead.
Send leads to a campaign
- In CRM, switch to the list or kanban view and tick the leads you want.
- Open the Actions menu and choose Send to ICTContact.
- Choose Add to a campaign and enter the ICTContact campaign ID. Your default campaign is filled in for you.
- Tick Start the campaign afterwards if you want dialing to begin straight away.
- Press Send.
Each lead gets a queued call on its Calls tab. Outcomes and notes come back exactly as they do for the Call button. See Call outcomes, notes and stage rules.
Send leads to a contact group
Choose Add to a contact group only instead when you want the leads stored in ICTContact for later, without calling them yet. Leads that are already in the group are updated, not duplicated.
Leads without a phone number are skipped, and the window tells you how many before you send.
Finding the lead from ICTContact
Every contact ICTERP sends carries a reference back to its lead or contact. If you’re looking at a contact in ICTContact and want the full record, that reference tells your administrator exactly which ICTERP record it came from.