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  • We assign contacts to telemarketers via extraction, creating lists for each telemarketer. Each telemarketer copies his or her list from the master list. What we used to do, once a list was copied, was change the control group on the original version of the list so that the telemarketers no longer had access to it, but only to their own versions. Each telemarketer deletes contacts from the list once a CSI has been added—and follows up on the CSI, if needed, with reminders to the supervisor.

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera

  • Thanks so much. If I understand you correctly, a CSI is created only when contact is made, correct?

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