Working with campaign tasks

The Tasks main page

The Tasks page appears when the Appointment Coordinator selects "Tasks" at the top of the page. It is a list of all of the customers to be contacted by the Appointment Coordinator for a particular phone campaign or phone communication step in a multi-communication campaign. The customers selected are those associated with specific campaign criteria and the list is updated on a scheduled basis (e.g. nightly, monthly).

Note: If a phone communication type is used for one or more steps in a multi-communication campaign, the tasks that reach that step appear immediately in the associated phone task list.

If multi-dealer support is enabled at your dealership, the Tasks page can be used to view campaign tasks from any one of the dealers in your multi-dealer group. Refer to Multi-dealer support for more information.

Note: Appointment Coordinators see all tasks they are specifically assigned to and those that are unassigned. Dealer Administrators see all tasks.

To work with tasks in a campaign:

  1. Select a campaign from the drop-down list to display the related tasks.

  2. Filter the campaign tasks that are shown on the page using the following criteria:
    • Last Action: A drop-down list of Last Action (call disposition) labels that appear in the current task list. Refer to Disposition Codes for descriptions.
    • Assigned Agent
    • Appointment Start/End Dates
    • Search fields (you can search on customer name and/or vehicle description)

  3. Each task includes the following information:
    • Customer Name (first and last).
    • Appointment Date/Time or Proposed Appointment Date or Last Appointment Date (based on campaign type).
    • Created Date: The date the task was added to the Appointment Coordinator's task list.
    • Vehicle: Year, make and model.
    • Call Attempts: The number of times the customer has been contacted for this campaign.
    • Last Attempt: The date and time of the most recent attempt to contact the customer.
    • Last Action: The action from the last attempt to contact the customer (for example "No Answer"). Refer to Call dispositions for a complete list of possible values.
    • Assigned Agent: The Appointment Coordinator assigned to the task or 'N/A' if not specifically assigned (Dealer Administrator view only).
    • Scheduled By: The name of the user who scheduled the original appointment in Appointment Manager, or last updated it. The field will be 'N/A' if this is not an appointment-type campaign.

      To sort the list, click on a column heading.

  4. Click on a task to open the Task Details page for the selected customer. Refer to Task Details page.

Note: If the task has already been selected by another Appointment Coordinator, a message appears and the page does not open.