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.

Lead Files Management

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.

Blacklists Management

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

Custom Lead Fields

Learn how to create custom fields in CommPeak Dialer for filtering and matching purposes, and how to add them to lead searches, user roles, and call page fields.

Object Lists

Learn how to create, manage, and duplicate various types of object lists to use them in group filters for lead filtering.

Lead Indicators

Create multicolored lead indicators to mark specific lead attributes to be used as tags for agents during calls.

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.