Prosect auto-shift into other campaign based on disposition update
Techmet
Last Update 4 เดือนที่แล้ว
Prospect auto-shifing helps to categorise the prospect in different location wise, product-Service wise, team wise etc.


Prospect will be automatically get shift to another campaign as the disposition will be updated by agent.
👉 Step 1 - Click on Form > Disposition Page
👉 Step 2 - Create/Edit the disposition
👉 Step 3 - Click on AutoShift Campaign Drop-down
👉 Step 4 - Select Campaign where prospect need auto-shift on disposition
👉 Step 5 - Save It - (Your configuration done successfully)
👉 Step 6 - Cross verify the campaign member's in both campaign, either it will not work.
Note :
1) Agent need to be member of both campaign's (Current campaign and suppose to be shift in campaign)
2) Auto-shifting works based on tree-model of Disposition, Auto-shift can be appicable on any disosption type Primary Disposition, Sub Disposition, Tertiary Disposition.
3) If primary disposition, get updated for auto-shift than it will be applicable to all lower dispositions automatically. Or Specific sub-disposition can be choosed for auto-shift the prospect but primary disposition need to be Default in that case.