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Specify Target CRM Properties

A campaign requires a call list for automated outbound dialing. To generate a call list, you must access and extract data from your Virtual Contact Center CRM or Salesforce CRM. To access data from your CRM, you must configure CRM information under Outbound Setup > Properties.

The Properties tab enables you to:

To extract data from your Virtual Contact Center CRM:

  1. From the Configuration Menu, open Outbound Setup.
    The Properties tab opens.
  2. Select Local from the Target Type. Target type specifies the CRM application that stores the data used for campaigns.

    Note: For the Virtual Contact Center CRM, username and password information are not required.

  3. Click Save.

To extract data from your Salesforce CRM account:

  1. Select Salesforce from the Target Type drop-down list.
  2. Enter your Salesforce CRM User Name and CRM Password to log in to the account. For Salesforce, add the security token to the password.
  3. Click Login Test to validate Salesforce account credentials. If the username and password are correct, the login test passes.
  4. Click Save.

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