Feature tour

Campaign Management

First Contact provides you with everything you need to ensure your campaigns run smoothly.  You have complete control of how prospects are assigned to agents. 

Call lists

Within each campaign, prospects may be grouped into different call lists.  These call lists can then be used to change the order that prospects are assigned to agents.  You can specify which agents have access to the prospects for each call list.

Importing data

With the user-friendly import wizard you can import prospects into call lists from the following file formats;

• Delimited File
• Microsoft Excel
• Microsoft Access

If you are sent prospect data from other sources, including third party lead generation companies, our custom developments team are on hand to ensure First Contact is ready to receive it.

Custom fields

Customise the information you collect for each prospect by creating an infinite number of custom fields. Fields can be created for all of the common data types, including;

• Text
• Number
• Date and Time
• Checkbox
• Drop Down Lists
• Multiple Choice Options

All fields can be used in scripts so that agents can record valuable information during each call.

Ownership

Allow agents to retain ownership of the prospects they have worked on. Once an agent has ownership of a prospect, you can specify how long that ownership lasts and how long to wait before assigning overdue call backs to other agents.

Querying data

Build queries based on a combination of any field, including custom fields. Specify which fields are listed in the search results. Once you have created your query you can;

• Export the results to file
• Modify the priority level of selected prospects to tweak the order they are assigned to agents
• Save the query so that it can be used again later

Website leads

Configure First Contact so that prospects entered on your website are submitted directly into your campaigns.