transfering lead from one campaign to other loses lead info

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transfering lead from one campaign to other loses lead info

Postby ConnectedDialer » Tue Jul 10, 2018 2:20 pm

We have an agentless campaign, where we use survey with callmenu to ask customer if they want to speak with an agent, and if they press 1, the call is transferred to an ingroup to another campaign. We noticed that when we do this, the other campaign creates a new lead in the manual incoming group and info of the lead from the original campaign is not shown to the agent. What would be a better way of doing this or a way to somehow retain lead into when the call gets transfered to a second campaign?
Vicibox 8.0.1 from .iso
VICIDIAL: 2.14-644a BUILD: 171130-0036
Asterisk 11.25.3-vici
Single Server
No Digium/Sangoma Hardware
No Extra Software After Installation
Custom PC - XEON E5-1607
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Re: transfering lead from one campaign to other loses lead i

Postby mflorell » Tue Jul 10, 2018 6:51 pm

In the in-group, you need to change the Action Transfer CID to CLOSERCUSTOMER
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