Managing Leads & Campaigns in CommPeak

In this section, you will find comprehensive guides that detail the functionalities and best practices for handling leads and orchestrating a successful campaign using the CommPeak Dialer.

Refer to the following articles for information on how to optimize your lead management and campaign processes:

Lead Search

Learn how to search for leads, view their history, work with agent comments, and perform bulk actions on multiple leads.

Campaigns

Manage campaigns and campaign groups: view active campaigns, create groups, edit campaign parameters, and assign agents to campaigns.

Blacklists Management

Manage blacklisted leads: upload leads to a blacklist to prevent them from being dialed, approve, and remove leads from the blacklist.

Lead Files

Learn how to upload lead files in CommPeak Dialer, ensure file requirements are met, map columns correctly, and assign leads to campaigns.

Duplicates Management

Manage duplicate leads: view, download, and delete duplicates from lead files.

Guide to Campaign Parameters

Customize campagins in CommPeak Dialer according to your needs.

Understanding Campaign Rules

Understand campaign rules and learn how rule conditions and actions work.

Lead Status Workflow

Control which lead statuses agents can select on the Feedback page. Set call duration conditions to restrict when certain statuses become available.

Tagging Managers in Calls

Activate the Manager Hashtags feature, create, assign, and manage hashtags for specific campaigns, apply them during calls, and view related statistics in call records.

Testing Lead Assignment

Use the Test lead assignment feature to verify that your lead belongs to only one user group and see which group it is.

Group Leads Simulator

Test group filters and see how many available leads the group can call.

CRM Integration vs Uploading Lead Files

Learn about the two ways to work with leads in CommPeak Dialer and the advantages of CRM interaction.