Bookshelf v8.1/8.2: About Reviewing Contacts and Prospects in Active Campaigns

Sales people and call center employees can use the Campaign Members dashboard to review the contacts and prospects in active campaigns. The Campaign Member views display a queue of active campaign contacts and prospects and a campaign summary, contact, and prospect summary.

Campaign Members screen displays the active campaign members according to several levels of visibility. Table 28 shows the levels of visibility available.

Table 28. Levels of Visibility in the Campaign Members Screen
Level of Visibility	Description
My Campaign Members	Displays campaign contacts and prospects that are specifically assigned to the employee's position.
All Campaign Members - Outbound	Displays campaign contacts and prospects in active, launched campaign waves and the campaign members that are assigned to the employee's organization. This view does not display any members of control campaigns.
All Campaign Members - Inbound	Displays campaign contacts and prospects in active, launched campaign waves and the campaign members that are assigned to the employee's organization. This view includes members of control campaigns.

The Campaign agent views only display campaign members (contacts and prospects) that are in active campaigns and for which campaign waves have been launched to the call center. Any waves that have not been launched by a member of the campaign team or administrator do not appear.

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