Hi All,
I know other organizations out there use Plans for tracking Outbound calling/sales, but I am having a hard time finding any documentation/old TLCC sessions or forum posts on this topic. I just watched the 2013 Plans Webinar.
Can anyone guide me to some resources for using Plans outside of the Devo world? My main concern is that our Devo department does use plans and I wouldn't want to skew their numbers by utilizing the same Statuses and Plan Sources (one of my questions is can status and plan source options be different based on the Campaign, Fund or Designation you select? IE-Devo wouldn;t have to see all TKT's options and visa versa).
Thanks in advance!
If you use control groups for your Devo and Tkt plan statuses and sources, that should keep the numbers straight (at least within user groups that only have access to one or the other control group data; if there's a user group that has access to both control groups, they will definitely be co-mingled.)
Mindee, do you know of a way to clean up/expire old plans in a portfolio? Our Outbound Calling lists can get length and if I promote them to a worker, that worker's portfolio will get cumbersome very quickly. Is there a way to "clean up" a portfolio that gets rid of an old campaign or list that was promoted to a worker(s)?
Jessica, Our symphony uses filters on the portfolio screen of the Worker Profile tab (v15.0.3) to filter by Plan, Status, and Last Step Type, and only see what they want to see at any given time. I don't know of any way to remove a plan from a worker but we do have a "Plan Terminated" status that is used and then we never include plans with that status in the plan screen view.