Telesales Target Lists and Campaigns Not Working Correctly.

[wjwood64]

When I create a Telesales Campaign by assigning several existing leads and contacts to the target lists, and then begin to work the target list / campaign, the links to the original record are not maintained.

In other words, once the target list is generated from existing records in the CRM app I should be able to click on that target item and directly edit the contact or lead record. Or I should be able to make notes, etc.

We use SugarCRM more for call management / data and marketing intelligence than we do for e-mails. The standard Telesales option should allow direct entry and adjustment of the records assigned (whether they are contacts or leads).

Thanks,
Bill Wood
R3Now Consulting
http://www.r3now.com

[susiewilliams]

A suggestion- why not use the "list view" for Contacts or Leads to work off a list for calling? You can drill into each record from the list view to see additional details or to make updates to the records?