Invox calls up the customers from the CSV list and customizes the marketing message with customer's name from SalesForce. Based on his/her interest, a note is added into Salesforce.

Step 1:

Upload a CSV file with list of numbers to call. Alternatively, type the numbers.

Step 2:

Select the phone system to be connected after the customer picks up the call.

Select the phone system created in Salesforce Integration showcase.

Step 3:

Select the timings and start/end date for this campaign.