Requires administrator rights or one of the following permissions:
Campaign segmentation (user specific), Campaign segmentation (permissions)

Do you want to call specific leads on a campaign for a limited amount of time? Create a campaign segmentation and let agents call on relevant leads, e.g., specific zip codes.

  1. Go to Dialer in the menu on the left.

  2. Locate the campaign you want to segment.

  3. Click the three dots on the far right, and choose Segment campaign.

  4. Add the field(s) you want to segment based on, add an operator and a value you want to match based on.

  5. Click Save criteria.

In the above example, you will only contact leads where the city = Berlin.

You can always edit/delete your segmentation from the Segment campaign setting.

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