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How can we push consecutive leads to a form for telemarketing updating?

Anonymous
Not applicable
‎03-06-2013 08:43 PM
‎03-06-2013 08:43 PM

How can we push consecutive leads to a form for telemarketing updating?

Hi,

I would like to set up a form on a landing page which in-house telemarketers can use to fill in lead details, click submit and then be pushed the next lead.

The process would be:
  • Telemarketer goes to form on a landing page.
  • A lead is pushed to the form, pre populating specified fields (including phone number)
  • Telemarketer calls the lead, confirms details we have prepopulated (updating anything required).
  • Telemarketer clicks 'Submit', and the next lead is then pushed to the form for the process to start again.

Any suggestions on how I can make this work?
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Anonymous
Not applicable
‎03-07-2013 02:01 AM
‎03-07-2013 02:01 AM

Re: How can we push consecutive leads to a form for telemarketing updating?

If I am following the idea correctly, SOAP API would be a viable option.

1. SOAP getMultipleLeads would request all leads based on a specific date and/or field (such as "not conracted yet")

2. A script on the landing page pre-populates the form with the first lead

3. The marketer calls the lead to confirm details

4. When the marketer submits the form, SOAP syncLead updates the theoretical field "not conracted yet",  removing the lead from the call queue.


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