Hi, We are going to be trying to switch from our current Filemaker system to SuiteCRM. I have SuiteCRM installed and I am trying to configure it for our needs. I have added users and target lists. I created a campaign and added my target lists to it. I am having trouble finding how does the telesales staff get assigned their next lead? With our Filemaker system it works like this:
- Goto campaigns and select the current campaign the team is working on.
- The first lead they have been assigned then shows up on their screen.
- They call the lead and record an outcome.
- They click next lead and the next prioritized lead in the list shows on their screen.
With SuiteCRM when I goto Marketing/Campaign and select a campaign it just gives me the campaign details and doesn’t put a lead on their scrren?
Is it even possible for SuiteCRM to do this? I was told it can do this out of the box but I am unable to find out how to do it.