Dial!List



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Create outbound dialing campaigns in ShoreTel with the Enterprise Contact Center.

9 Steps total

Step 1: Before we start check the following items

You database is up to date
You have imported the numbers you wish to call
Your dial list has a schedule
Your dial list is in an active state
The dial list has not completed
There is someone logged into the outbound queue available to make outbound calls

Dal List

Step 2: Import the data

Right click on the table and select “import data from csv”

Step 3: The import tool dialog opens

Then the import tool will pop up and you want to make sure the following fields are selected. The nfldcustomers table is selected as well as the column (numbers only, counter will auto increment to ensure this is deselected). The point the import tool to the properly formatted .CSV file. The current structure of this .CSV file is all the numbers in a 10 digit format in a single column. Then the import tool will pop up and you want to make sure the following fields are selected. The nfldcustomers table is selected as well as the column (numbers only, counter will auto increment to ensure this is deselected). The point the import tool to the properly formatted .CSV file. The current structure of this .CSV file is all the numbers in a 10 digit format in a single column.

Step 4: Confirm the dial list is active

Download brike driver. Then the import tool will pop up and you want to make sure the following fields are selected. The nfldcustomers table is selected as well as the column (numbers only, counter will auto increment to ensure this is deselected). The point the import tool to the properly formatted .CSV file. The current structure of this .CSV file is all the numbers in a 10 digit format in a single column.

Dial Lista

Step 5: Check the dial list status

Navigate to Dial List and ensure you have the group selected you scroll down to the bottom of the first tab and you will see the dial list status and control.

Step 6: Status and terminate

This is where you can control the dial list by terminating the dial list if you don’t want it to run any more.

Step 7: Checklist to activate the list

Resume

To activate the list you have to ensure the following:

You have at least one agent logged into that queue
Your dial list has not been completed
Your dial list schedules are in place.

Step 8: If you update the dial list

If you update the dial list on the MySql db you can click the import now button and this will activate the list with new information. You can go back to the General tab and see if the dial list now shows active.

Step 9: Keep in mind

Dial List Meaning

The ECC will query 50 records at a time and when those records are finished the system will query the next 50 records and this will continue until all the records have been dialed.

If the dial list is Active then the agents should be receiving calls. If the dial list is not active you need to verify that the schedules are active and that you have imported or refreshed the database.

Dial List App Download

You can import your outbound dial campaign list easily in ShoreTel ECC following these steps.

References

Dial/listen Button On Phone

  • Check out the original here

Deal Lists

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