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Campaign Reschedule

1. Introduction​

The Campaign Reschedule feature allows reprocessing of leads that were not successfully completed during the initial campaign execution.

Rescheduling can be done using two methods:

  1. Reschedule by Lead Status
  2. Reschedule by Disposition Note

Both methods can also be used together to refine lead selection.

2. Access Reschedule Option​

Campaign → Select Campaign → Reschedule

Behavior:​

  • A popup UI is displayed
  • All reschedule configurations are done within this popup

3. Reschedule by Lead Status​

Description​

Leads can be filtered and rescheduled based on their current status.

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Step-by-Step​

  1. Click Reschedule
  2. System displays list of lead statuses with counts
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Example Display​

  • Pending – 50 leads
  • Not Connected – 120 leads
  • Rescheduled – 30 leads
  • DNC – 10 leads

Actions​

  • Select required statuses using checkboxes
  • System shows how many leads will be rescheduled

Additional Option​

  • Reschedule All Leads
    • Select this option to include all leads regardless of status

Result​

  • Only selected leads will be included in rescheduling

4. Reschedule by Disposition Note​

Description​

Leads can be rescheduled based on disposition outcomes recorded after calls.

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Step-by-Step​

  1. In the same popup, select Disposition-based Reschedule
  2. Choose disposition values from the list

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Example Dispositions​

  • Call Back Later
  • Not Interested
  • No Answer
  • Follow-Up Required

Behavior​

  • System filters leads based on selected disposition values
  • Only matching leads are selected for rescheduling

5. Combined Reschedule (Status + Disposition)​

Description​

Both Lead Status and Disposition filters can be applied together.

Behavior​

  • System selects leads that match:
    • Selected statuses AND/OR
    • Selected disposition values

Example​

  • Status: Not Connected
  • Disposition: Call Back Later

System will reschedule only leads matching these conditions

6. Reschedule Action​

Button: Reschedule​

  • Available within the same popup UI
  • Enabled after selecting filters

Action​

  • Click Reschedule
  • System creates a new schedule for selected leads

7. Post-Reschedule Behavior​

  • Selected leads are queued again
  • Campaign execution continues based on:
    • Dialer mode (Preview / Power)
    • Schedule configuration
    • Retry settings

8. Key Points to Remember​

  • Lead count is shown before rescheduling
  • Multiple filters can be applied
  • Reschedule All option is available
  • Disposition-based rescheduling improves targeting
  • No duplicate leads are created
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