This allows you to work through a pre-generated ring list.
1. Select Gx CRM from the toolbar.
2. Select Contact Details from the menu.
3. From the Active List drop-down menu, choose the ring list you wish to
work through.
4. The first customer on the list will be displayed and the blue banner below
the tool bar showing the program name will also list the number of calls still
to make on that list.
5. All customers on the list have been selected by the same criteria so it is
most likely that you will work through them in order. However to view the
names of the customers on the list, click the Active List drop-down menu
again. Selecting a customer from this list will open up their Contact Details
if you prefer to select the order you work through the ring list.
7. When you Save the customer record, it removes them from the
outstanding calls on the ring list (unless you have created a Permanent
List), assuming that you have made the call. If you wish to follow up this
call, you can set a call back date and time so that you are prompted
to call
them again, since they will already be "ticked off" your list. You will see
the number of calls left to make in the blue banner beneath the toolbar.
8. The next customer name on the list will be displayed in the Active List
field when the previous record is saved. Press Enter or Return to open up
their record, or click the Active List drop-down menu to select a specific
customer from this list if you want to work through it in your own order.
9. You can click the Exit List button to stop working through the ring list. Any
outstanding accounts will remain on the list and you can continue working
through the list later.