Prepare Your Lead List
Before creating a campaign, start by importing the leads you want agents to call:
Create a Lead List
Go to Lead Lists from the sidebar.
Click Add List.
Name your list something clear, like "ABC Leads from May 5th 2025".
Click Save.
Import Leads
Go to Leads → Import Leads.
Select the lead list you just created.
Upload your file (must be in .xlsx or .csv format).
Map your fields correctly:
First Name → First Name
Last Name → Last Name
Phone Number → Phone Number
Preview the import and confirm it.
Create a Campaign
Go to Campaigns
Navigate to Call Routing → Campaigns.Click “Add Campaign”
Begin configuring the following campaign sections:
General Settings
Name: Give your campaign a clear, descriptive title.
Description (optional): Add any notes for internal tracking.
Script: Attach a call script for agents.
Dispositions: Define the call outcomes (e.g., Sale, No Answer).
Tags: Add tags to help filter or categorize campaigns.
Lead Settings
Choose how leads are prioritized:
Least Called – Leads with the fewest calls.
Least Called Recently – Leads not contacted in a while.
Random – Leads presented in random order.
Newest – Most recently added, uncontacted leads first.
Lead List
Select the Lead List you imported earlier.
Agents
Assign access:
Assign specific agents, or
Allow All Agents to access this campaign.
Click Save to launch your campaign.
Pro Tips:
Agents will only see campaigns they are assigned to or those marked for all agents.
Using campaigns ensures structured, efficient, and measurable outbound efforts.