When a customer was entered into a specific campaign and you want to forward him to another campaign, an action called “Forward” must be taken. This action can be created after a call or by searching for the customer.

To do it, find the customer under "Show My Customers" and press "Change".

Afterwards press the Forward button.

Now you will have to choose what happens to the customer in the current campaign - you can leave the existing status or change it.

Choose the campaign to which you want to forward the customer and to which representative.

Now create Follow Up to the customer when you want to call him under the new campaign.

​Notice- the system does not delete the customer from the campaign but rather assigns a status to them. The status called "completed" means that the system will not call them again under this campaign.

The purpose of the transfer button is to transfer the customer to another campaign or to another representative's treatment. If you want to transfer to your own treatment under another campaign, you must select your user, otherwise, the customer will be routed to the first available representative to talk to them.