CallMarker

<b>Forward customer to another campaign</b>

To transfer a customer from one campaign to another, you can follow these steps:

Select the customer or customers in the web interface by marking the checkboxes next to their names.

Click the "Forward" button. (If your interface is in Hebrew, it might say "העבר").

In the new window that opens, choose the status for the customer in the current campaign, or delete them from the current campaign by checking the appropriate checkboxes.

Select the campaign to which you want to transfer the customer.

If you want to assign the customer to a specific agent in the new campaign, choose the agent from the options.

Now, choose the status to which the customer will be transferred in the new campaign. You can select from the following options:

- Waiting: Immediate dialing
- Interested: Closed
- Not Interested: Not closed (and specify the reason)
- Completed: Finished
- Follow Up: Set a date and time for a follow-up with the customer
- Keep status from the current campaign: Preserve the status from the current campaign, including if there is a follow-up, the customer will be transferred to the new campaign with the same follow-up date that matches the previous campaign.

1. Select the customer or customers in the web interface by marking the checkboxes next to their names.
2. Click the "Forward" button. (If your interface is in Hebrew, it might say "העבר").
3. In the new window that opens, choose the status for the customer in the current campaign, or delete them from the current campaign by checking the appropriate checkboxes.
4. Select the campaign to which you want to transfer the customer.
5. If you want to assign the customer to a specific agent in the new campaign, choose the agent from the options.
6. Now, choose the status to which the customer will be transferred in the new campaign. You can select from the following options:
   - Waiting: Immediate dialing
   - Interested: Closed
   - Not Interested: Not closed (and specify the reason)
   - Completed: Finished
   - Follow Up: Set a date and time for a follow-up with the customer
   - Keep status from the current campaign: Preserve the status from the current campaign, including if there is a follow-up, the customer will be transferred to the new campaign with the same follow-up date that matches the previous campaign.

This process allows you to seamlessly move customers from one campaign to another while specifying their new status and, if needed, assigning them to a specific agent.