TODO: To change the footer's content go to Dr.Explain menu Options : Project Settings : HTML (CHM) Export : Setup HTML Template and Layout
Creating Call List
Go to:
Once you are in the cycling planning you need to create the new call list either from existing contacts, leads or imported lists.
The system will show you a list of existing "call lists", which you can either edit or start to create a new list.
Click on the "ADD NEW CICLICAL LIST" button located at the right top corner.
There are a few steps that we need to go through. the first screen you allows you to assign:
a name to your call list.
Link it to single or multiple employees. (Mark multiple employees by holding doen the CTRL key)
Choose the day it starts and how often it should repeat.
Click NEXT.
Now we need to specify how we would like to create the new list. Once you select your option the system will give you a FILTER screen wherby you can narrow down on the names of clients requested.
Clicking on the contacts will present you with a list of all your existing contacts. mark the require contacts and click FINISH.
Clicking on the leads wil present you with a list of previously created or imported leads.
Uploading contacts can be done through CSV files that you created in Excel.
Give a name for your newly uploaded file, Click on the add file button, select the CSV file from your PC and select 'START UPLOAD".
