This article guides you through setting up and managing call agents in noCRM. You'll learn how to assign agents to campaigns, configure their access and understand what they can and cannot do.
Call agents work within a simplified environment focused entirely on outbound calling and lead follow-up, making your operations more efficient.
Call agents are noCRM users who are assigned to call campaigns. They operate in a simplified view where they can access one lead at a time, log calls, update statuses and add notes, without accessing the full list of leads or campaign settings.
Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Account management > Users.
Click Add users.
In the Invite teams members window, select the Call agent role.
When creating or editing a call campaign, follow these steps:
Click your avatar at the top right.
Go to Admin panel > Sales process > Call campaigns.
Create a campaign or open the one you want to edit.
Select one or more users to assign as agents to the campaign.
Agents can be assigned at any point, even after the campaign is published.
Yes. You can assign multiple agents to a single campaign. Each agent receives one lead at a time and can proceed independently through the call flow.
Call agents only have access to:
The campaigns they're assigned to.
The leads currently assigned to them through the campaign.
They don't have access to prospecting lists, all leads or admin settings.
No. Prospecting lists are only visible to admins. Agents receive leads created from those lists through the call campaign logic.
Yes. When a lead is assigned, call agents can:
Change its status.
Add a comment or activity.
Use pre-configured lead actions.
This ensures agents can follow up effectively while maintaining a clean and structured process.
If no agents are assigned, the campaign is live but inactive: no leads are distributed until at least one call agent is assigned.
