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Specifying Sort Order

You can sort a campaign call list based on applicable CRM fields. The call list takes priority based on the sort order you specified. When a campaign runs, calls are placed based on the sorted order. For example, you can sort a call list by Expense Last 6 Months in descending order to place calls to the customers bearing highest expenses first.

In Campaigns page, Sort tab enables you to specify a sort order to a campaign.

Note: You cannot modify the sort order after initiating a campaign.

To specify sort order for a campaign call list:

  1. Click Sort tab for a campaign.

    Figure 125: Campaigns page, Sort tab

  2. Select a field from the drop down list and select the sort order.

    Note: You can sort any text field in the ascending or descending order.

  3. Click to nest more sort criteria.
  4. Click Save.


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