Assign callers

If the subjects of a campaign (the Target Group) is to be handled by a number of sales representatives or phoners, it might be useful to control the assigment of subjects to the salespeople. Either because you have rules around territory, account ownership or simply beacuse you want to distribute the calls evenly.

Alternatively you may choose not to assign the calls at all. Thereby the phoner that is most energetic will get the most subjects from the campaign. This might actually not be too bad.

To assign action owners, select the part of the target group you want and right click:

Clear all assignments	This will clear all asignments
Assign to User	Alle the selected, not yet assigned subjects, will be assigned evenly among the selected user
Distribute on users	Alle the selected, not yet assigned subjects, will be assigned evenly among the selected users
Assign to Company Owner	For those companies where there is assigned a Company-Owner this Owner will be assigned the the call.
Assign to Contact Owner	For those contacts where there is assigned a Contact-Owner this Owner will be assigned the the call
Exchange ownership	You may shift calls from one user to another - for instance in case of illness

I the example below we chose to assign the calls to Bente Flid and Helle Tværs, by selecting these two users and clicking Execute.