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.

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