This article is dedicated to call agents working with call campaigns in noCRM.
It covers how agents access their campaigns, how they receive leads and what happens as they progress through the call flow. Each agent is guided through one lead at a time, with no distractions and no data clutter, ensuring a focused, efficient workflow.
As a call agent, you work in a simplified version of noCRM that focuses only on what you need to make calls and follow up on leads.
You see:
The call campaigns assigned to you.
One lead at a time (the one you're currently working on).
The lead's details, current status and action buttons.
The comment history and activity log for that lead.
You don't have access to other users' leads, prospecting lists or campaign setup options.
Once logged in, follow these steps:
Go to the Call campaigns menu.
In the list of campaigns assigned to you, click a campaign to begin calling.
As soon as you open a campaign, the system checks if you already have a lead assigned:
If yes, that lead appears on your screen.
If not, the system assigns you a new lead that matches the campaign rules and conditions.
The lead includes name, phone number, notes and available actions.
After calling the current lead, follow these steps:
Change its status or log an activity.
Click Next Lead to automatically get the next available lead from the campaign.
Leads are assigned one by one: you must complete the current one before moving forward.
If all leads in the campaign have been called or assigned:
You see the message "There are no more leads available right now."
The admin can add new leads, adjust campaign filters or reassign leads if needed.
