Assign agents to a campaign and clone a campaign
Decide which colleagues work a campaign, and copy a campaign's setup without its contacts or results.
Where to find it
Calls › Outbound ops › Staffing
Open this screen
Steps
- Open Calls › Outbound ops and the Staffing tab.
- Under Who works which campaign, choose the Campaign.
- Pick a colleague in Add an agent… and press Assign. Remove takes someone off.
- To copy the campaign, press Clone this campaign. The page says it copied the setup, not the contacts or the results.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Campaign | The campaign whose staff you see. | — |
| Add an agent… | Active colleagues you can assign (managers). | — |
| Clone this campaign | Copies the campaign's setup into a new campaign (managers). | — |
Troubleshooting
"Nobody is assigned, so every agent may work it."
That is the default: with nobody assigned, everyone may work the campaign. Assign people to limit it.
Tips
- This is not the staffing schedule: shifts and breaks are on Calls › Staffing ops.
Good to know
- Assigning, removing and cloning need the admin or manager role.