Running Contact Plans With Web Host
Collect!'s Web Host enables the Web Operator to schedule
contacts and run contact plans. This is done by selecting
the SUBMIT CONTACT tab on the CONTACTS page for the
account, or on the WORKSHEET, if you came through a
WIP List.
To run a contact plan, select PLAN for the Type field and
then select the plan from the Description field.
When you submit the plan, it will not run immediately
as it would in Collect!. Rather, the plan is
queued to be run from within Collect!.
Contact Plans scheduled from the Web Host are processed
through Batch Processing. The Due Date is today. You may
want to process the contacts, once a day or more, depending
on the number that are being scheduled.
To process the contact plans:
From within Collect!, select Tools from the top menu bar and
then select Batch Processing from the drop-down choices.
Make sure Process automatic contacts
previously scheduled is dotted and select
the NEXT button. Choose Selected contacts only
and then check mark Run contact plans.
Select the NEXT button. And finally, select START.
Collect! will process the contact plans and report on the
number of plans that were run.
See Also
- Contact Plan Topics
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