Configuring Call Forms & Call Lists
This article provides details on using queries to create call lists for outreach to students.
The telerecruiting process in Slate is used for telephone outreach to students. A query is created for a population which will generate call lists that are then distributed to the callers. Callers will retrieve a pre-determined number of records to call. They will then complete the phone calls and use a call form to record the call outcomes. The caller will select interactions on the form which will be recorded as interactions (prospects) or activities (applicants) on the student record in Slate.
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