Skip to main content

Quick Start

Getting Started​

Getting started is simple, even if you are new.

Begin by creating a campaign and giving it a name. Add a small list of people and assign a few team members. Once you start, the system will guide everything automatically.

Basic steps:​

Campaign 01

Example: Campaign Flow in a Real Scenario​

Let’s say your company wants to promote a new product to existing customers. Instead of calling people randomly, you use the Campaign Module to manage everything step by step.

Step 1: Create a Campaign

You create a campaign called “New Product Promotion” to organize this activity.

Step 2: Add People
You add a list of customers who might be interested in the new product.

Step 3: Assign Your Team
You select your sales team members who will make the calls.

Step 4: Start the Campaign
You start the campaign, and the system begins giving calls to your team automatically.

Step 5: Handle Calls & Update Results
Your team members:

  • Talk to customers
  • Explain the product
  • Mark the result (interested, not interested, call later)

Step 6: Check Progress
You can now see:

  • How many customers were contacted
  • How many are interested
  • How your team is performing
Last updated on