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Call distribution based on CRM data
Hello, How do I configure automatic call distribution so that based on CRM data, the call is automatically transferred to different agents / queues? For example: if the phone number exists in our CRM AND a custom field is “Pregnancy” then I would like it to go to group 1 if the phone number exists in our CRM AND a custom field is “Pediatrics” then I would like it to go to group 2 if the phone number exists in our CRM AND a custom field is “Gynecology” then I would like it to go to group 3 if the phone number exists in our CRM AND a custom field is EMPTY then I would like it to go to group 4 if the phone number does not exist in our CRM then I would like it to go to group 5 Can you please guide me through how to set this up? Thanks
Looks like these groups are running independently, so the easiest way is to run multiple campaigns, each with its call list and agents.
For example, go to Voicent crm and search contacts with “pregnancy”, save the search. Then start a campaign used the search result as your call list, choose group 1 as the agents for the campaign. Do the same for other groups.
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