The Tata Smartflo Telecalling Campaign Creation feature allows users to initiate and manage telecalling campaigns directly from the Lead Box in Corefactors CRM. Users can filter and select relevant leads and create telecalling campaigns that sync automatically with the Tata Smartflo portal — no Excel uploads or manual transfers required.

Key Features:

• Lead Box Integration: Create campaigns by filtering and selecting leads directly from the Lead Box.
• Automatic Sync: Campaigns are instantly created in the Smartflo portal.
• Auto-Dial Support: Agents receive pop-ups with lead details when calls connect for real-time updates.
• Scalability: Supports up to 50k leads per campaign.
• User Privileges: Requires Telecalling Campaign privilege and active Smartflo integration.

Key Benefits:

• Saves time by eliminating data transfers between CRM and telephony.
• Ensures complete lead-to-call tracking with zero data loss.
• Boosts telecalling efficiency with automated dialing and live lead information.
• Improves data security by keeping lead data within CRM at all times.

Pre-requisites:

• “Telecalling Campaign” privilege must be enabled.
  
  
• “Tata Smartflo” integration must be active.
  
  

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Additional Notes:

• Agents must be logged into both Corefactors CRM and the Smartflo agent portal.
  
  
• Campaigns can include up to 50k leads.
  
  

How to Access:
‍Filter and select leads → Click Action → Go to Bulk Campaign → Telecalling Campaign.

Version: v11.3