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Siebel Call Center User Guide > Campaigns and SmartScripts >
Making Outbound Campaign Calls
The following procedure describes how to make an outbound call to a campaign contact or prospect. To communicate offers using call guides or SmartScripts, see Making Offers Using Call Guides, and Making Offers Using SmartScripts. To record responses for both Response and Opportunity campaign types, see Recording Campaign Opportunities.
NOTE: The following procedure uses the Campaign Overview view during outbound campaign calls. If you prefer, you can use the Campaign Contacts/Prospects view, instead.
To make an outbound campaign call
- Navigate to the Campaigns > My Campaigns view.
The Campaigns list displays active campaigns with which you are associated, based on the Start and End Dates of the campaigns.
- In the Campaign list, select the campaign for which you want to make outbound calls.
- Click the Overview view tab.
- Select the record of the campaign contact or prospect to call.
- If you are using the Siebel communications toolbar, click the Make Call icon on the toolbar to place the call. Otherwise, use standard techniques to place the call manually.
- Depending on whether your campaign uses a call guide or a SmartScript, refer to the appropriate procedure for communicating campaign offers to the current contact or prospect:
- If your campaign uses a call guide, see To use a call guide during a campaign call.
- If your campaign uses a SmartScript, see To use a SmartScript during a campaign call.
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Siebel Call Center User Guide Published: 18 April 2003 |