Define a complete handover
Use a clear campaign brief so callers know which details matter. Confirm any required-field rules you need against the current product.
Review opportunities before sharing
When an agent raises an opportunity, Telemanager creates a quality control ticket for a manager to review. Approved lead reports can then be sent to the relevant contacts.
Resolve questions before the next step
Use the review stage to check unclear or incomplete opportunities. Agree an internal process for correcting information before it is shared.
Maintain data deliberately
A reliable workflow includes a named owner for campaign data. Ask about any bulk-update, deduplication or quarantine requirements before committing to a migration.