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Lists & lead management

Campaign, list, lead – those are the three levels mmDial works on. You load records in, see at any time how the stock is developing, and get exactly the format your client asks for at the end.

An import that needs no preparation

You upload your CSV file and see a preview straight away. The columns of your file are dragged and dropped onto the fields in mmDial – phone number, first name, surname, street, postcode, town, date of birth, company name, external lead ID and more. You only have to do the mapping once.

  • Duplicate checking against the campaign or across all campaigns
  • Invalid phone numbers are filtered out automatically on import
  • Add an area code to the whole list if the data does not carry one
  • Selectable file encoding (ISO-8859-1, Windows-1252, UTF-8)
  • The import runs during live operation – the campaign does not have to be stopped
List import in mmDial: a selection field for the campaign, a field for the description, and an area into which the CSV file is dragged and dropped.
Upload a listPick the campaign, drop the file, start the import
List management in mmDial: a table of address lists with list ID, file name, assigned campaign, status, number of leads, an archive marker and a link to the statistics.
List managementRotate, deactivate, archive, analyse

Looking after the stock

Keeping the lead stock under control

Records are expensive. mmDial hands you the tools to get more out of the same stock instead of buying new data.

Rotate lists

Put customers you did not reach back into dialling – deliberately and traceably, including a display of how many have been called since the last rotation.

List reporting

For each list you see how the outcomes are distributed: reached, not reached, answering machine, sale. That way you spot a bad batch early.

Archive instead of delete

Finished lists move to the archive and remain available for reporting without cluttering the working area.

Filter builder Comfort

Click together the rules by which leads are fed in – by town, postcode, date of birth, status, salutation or your own fields.

List mix Comfort

Blend several lists proportionally or at random and decide the order – for example "one list after another" in rotation.

Lead manager Comfort

Enrich your stock: by phone number, lead ID, external lead ID or any lead field you like, including via lookup tables.

What the lead manager can do Comfort

  • Read in CSV, text and spreadsheet files by drag & drop
  • Split run-together addresses into street, house number, postcode and town
  • Convert date formats (DD.MM.YYYY, YYYY-MM-DD, with time)
  • Match your stock against a lookup table
  • Complete order-form data using the lead ID
  • Download the result as a file or process it on directly

Export the way the client needs it

On export you decide which fields go along and in which order. In mmDial Comfort you drag the fields into place, combine master data with the data from the order form and save the whole thing as a template – next time one click is enough.

  • CSV export of leads with every outcome in both plans
  • Save and load export templates Comfort
  • Output master and order data together Comfort
  • Ship the matching call recordings with it Comfort
  • Automatic export on a schedule Comfort
Connecting via the API

Keep reading

Other parts of mmDial

Inbound & call blending

Incoming calls in the same interface, voice menus, queues, voicemail and priority routing.

Call recording

Record per campaign or on the agent’s command, free file-naming schemes, search inside conversations.

Compare the plans feature by feature