Filters can limit the number of leads loaded into memory by Progressive or Automated Dialing campaigns. Choose filters under the dialer configuration tab to filter out leads from the campaign list.
Creating Filters
Search for the Filter icon on the options menu. Click Plus (+) and fill out the required information under each tab. Click Save when done.
Information Tab
Field Name | Description |
Name | The name of the filter. |
Description | The description of the filter. |
Query Tab
The SQL WHERE clause. Example:
lastName = ‘Doe’
AND thrioTotalAttempts < 10
AND city != ‘New York’
AND state = ‘New York’