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Siebel Call Center User Guide > Campaigns and SmartScripts >
Making Offers Using Call Guides
The following procedure describes how to use a call guide to communicate campaign offers during a campaign call.
To use a call guide during a campaign call
- Navigate to the Campaigns screen, and in the Overview view, select the appropriate campaign and contact or prospect.
For more information, see Making Outbound Campaign Calls or Answering Inbound Campaign Calls.
- Scroll down until the Call Guide form is visible.
- Use the text in the Call Guide form to help you present campaign offer information and ask qualifying questions.
- Depending on the type of campaign, refer to the appropriate procedure for recording the caller's response to the campaign:
- If the campaign Type is Opportunity, see To create a campaign opportunity record to record a campaign response that represents a sales opportunity.
- See To record a brief campaign response for information about how to record a campaign response that does not represent a sales opportunity.
- If the campaign Type is Response, see To create a campaign opportunity record for information about how to record a campaign response that represents a sales opportunity.
- See To create a detailed campaign response record for information about how to record all other campaign responses.
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Siebel Call Center User Guide Published: 18 April 2003 |