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.

  
  

  End of article.