Call List

[Charles]

I want to do a call list for some of the "prospect" leads I have assembled in
BCM. I note there is a "telemarketing" option when setting up a campaign but
it seems once you select that option all the other controls on the dialog box
are disabled and you can't do any filtering etc. What is the best way to
setup a call list and track who you've called?

 

[Tango91a]

I guess the controls are disabled because BCM will not be acting on the
list.
You can go ahead and launch the campaign.
Then you can setup the call list via BCM, using categories etc.
You then track the marketing campaign, by changing the "Initiated By" for
accounts, business contacts, leads, and opportunities who respond to or are
generated by the campaign. Click "Initiated By" and select the campaign.
Campaign tracking and reports will display your results.

Hope this helps.......