Non-Call List Outbound Tab

See also:

• Home page Marketing/CRM Database push buttons
• Home page non-tab push buttons
• Making a Non-Call List Outbound Call in Customer Contact Management

This tab facilitates making outgoing calls that are not on your call list.

Known Information:

Surname: Contact's surname to search on with the Quick find button

Postcode: Contact's postal area code to search on with the Quick find button

Phone no: Contact's telephone number to search on with the Quick find button

Registration: Contact's vehicle registration number to search on with the Quick find button

Known information PUSH BUTTONS:

Blank criteria: Clears any entries in surname, postcode, phone no, and registration

Quick find: Searches the contacts database for records matching your entries in one or more of Surname, Postcode, Phone no, and Registration, displaying any matching records in the Results grid

Search: Populates the Results grid from Marketing/CRM records matching your search criteria

Tip: Search criteria are your entries in surname, postcode, phone no, and/or registration.

Clear results: Empties the Results grid

Call:

Script: Select from the drop-down menu the script to launch when the call is started

Results:

Target/Customer name: Target/Customer's name (and number in brackets)

Address: Target/Customer's address

Postcode: Target/Customer's postal code

Current Vehicle: Description of vehicle

RegNo: Vehicle's registration number

Branch: The marketing/CRM location associated with the call

Related Topics:

Customer Contact Management Form (Home Page)

Action list tab

Make a call tab

Manual inbound tab

Softphone panel