Configuring CRM Integrations for Campaigns -Integration Tab – ACT!

• Integration– The CRM or database application to load contact records for the campaign.
• Validation Table – A validation set removes invalid or incomplete numbers.

CCS Desk Manager can directly import contact records from ACT! into a CCS Call Campaign. ACT! must be running on the same machine as CCS Desk Manager.

• ACT! Group– List of available ‘Groups’ in ACT! (the number of members of each group is shown in brackets).
• Phone field to use- The ACT! field that contains the primary phone number for the contact.

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