This article helps you set up, structure and launch a call campaign in noCRM. Call campaigns streamline your outbound calling operations by assigning leads to agents one by one, based on custom filters and real-time availability.
Whether you're managing a sales team or handling lead generation at scale, this feature gives you more control, consistency and productivity in your calling workflow.
A call campaign in noCRM helps you structure and manage outbound calling. It assigns leads one by one from a prospecting list to call agents, based on filters and call rules.
Call campaigns are ideal for sales or lead generation teams who want to stay organized and ensure every lead gets contacted.
Call campaigns let you define how leads are selected, filtered and assigned to call agents based on real-time conditions.
Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Sales process > Call campaigns.
Click New call campaign.
In Settings, enter a Name that agents and admins can easily identify.
Select the Pipeline: when a cold prospect is displayed to an agent, it's turned into a lead in that pipeline.
In Campaign rules, set the Minimum call interval and the Max calls.
Click Next to add the targeting.
Choose one or more prospecting lists to source leads from.
Apply filters if needed, for example by row color or column values.
(Optional) Assign the call agents who will work on the campaign.
Click Save.
Click Start to activate the campaign.
By default, accounts using call campaigns have the setting Only admins can see other users' items.
This ensures that call agents only see leads assigned to them, while admins can access all campaign-related data.
Yes. You can use the same list in more than one campaign.
No. You must select at least one prospecting list with rows that can be turned into leads. If there are no available leads, you won't be able to publish the campaign.
When creating a campaign, you can:
Filter by row color.
Filter by column values.
Set a minimum interval between calls.
Set a maximum number of calls.
Only rows that match these conditions are used to create leads.
If there are no more leads matching the campaign rules, call agents see a message letting them know.
You can:
Add new rows to the prospecting list.
Update the campaign filters.
Create a new campaign.
