Contacts

Do Not Call Register

Cloud Dial maintains a user-defined 'Do Not Call Register', which can be added to in two ways.

• When completing a call, an agent can elect to add the contact to the Do Not Call Register.
• A Manager can manually ad a contact to the Do Not Call Register.

From the 'Contacts' menu on the left-hand side of the screen, select 'Do Not Call Register'.

Use the search bar to search for and locate specific contacts/numbers.

The column headings provide detailed information about each contact on the Do Not Call Register.

• Name: The name of the contact.
• Phone: The phone number that should not be dialled.
• Created By: The person who added the contact to the Do Not Call Register.
• Created: The date/time the contact was added to the Do Not Call Register.

Manage Contacts

'Manage Contacts' allows you to search, review, and update individual contacts within a NEW or RUNNING campaign.

From the 'Contacts' menu on the left-hand side of the screen, select 'Manage Contacts'.

Use the drop-down menu to select a campaign, then use the search function to locate a contact.

Here you can see the following information:

• Name: The contact name.

• Reference: This is your reference number assigned to the contact.

• Phone: These are the assigned phone numbers for this contact.

• Status: Contact Status.

• Actions:

  • Click the button to edit a Contact.

  • Click 'Delete' to remove a Contact.

Editing a Contact