Projects
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      1. Onboarding Guide
      2. Getting Started with Outbound
      3. Projects

      What are the Agent and contact list selections in Outbound projects?

      Attaching agents and agent groups. Attaching contact lists. Contact list weighting.

      Adding agents

      The list of Free agents shows agents who do not currently have a default campaign. The list of Agents in other campaigns shows agents with different default campaigns. To assign this campaign as the agent's default campaign:

      1. Click to tick the checkbox for the agent. If the agent already has a default campaign, it will be changed to this campaign instead.

      You can also give an agent access to a project by changing their Access Rights.

      Adding agent groups

      If you have defined agent groups, you can add groups to the project.

      1. Click the Attach agent group link.
      2. In the Select agent group dialog, select the group to add.
      3. Click OK

      Adding contact lists

      1. Click to tick the checkboxes for the Contact lists you want to link to the project. If you have many contact lists, use the Search field to search for a list by name.

      Note that you may add multiple contact lists to your project.

      Weighting

      If you are creating an outbound call center project and have multiple contact lists associated with it, you may want to prioritise contacts on some lists over others.

      After making your selection of contact lists:

      1. Click the Enable weighting link to the bottom right of the list of contact lists. 
      2. Type a Weight value for each of your contact lists. Lists with a higher weight will be prioritised over lists with a lower weight.
      3. Alternatively, click the Weighting tools link. 

      Weighting tools

      1. If you want to reset the weighting for a selection of lists, select the Use the same weighting for all selected contact lists option and type a weighting that you want to apply to all selected lists.
      2. If you want to prioritise contact lists which have more contacts left, select the Weight contact lists which have the most calls left option.
      3. To confirm your selection, in the Weighting tools dialog, click the OK button.

      Disabling weighting

      If you have enabled weighting, and want to switch it off again:

      1. Click the Disable weighting link.

       

      Next

      Next proceed to the Product selections settings. See What are the Product selections settings for Outbound projects?