I have a general question. Based on this answer I will probably move into the consulting section.
Description of What This Campaign Needs.
This campaign is planned to run on the same leads for 1 year. I will call leads 1 time a week for 2 or 3 weeks. Then I will rest the list for 4 months. I will then repeat the same process, calling lead 2-3 times and then resting them again.
There is some data I would like reps to capture. I can have the information in the notes section, but I wonder how common it would is to add custom fields to the interface? Would adding VTiger integration be a better solution?
I also want to add some custom dispositions and remove some dispositions for this campaign. Dispositions need to aid me in managing how I rest leads.
The different dispositions will:
1- Rest Status- Call again in 4 months
2- Reset the lead to be called again next week.
3- Manually remove Lead from the list (Not done by reps, Managers and Admins remove later)
My last question is After a year, what will the data I export capture. Will it show dates called and dispositions, last call date only, rep notes etc...
I would like to load the leads back into my MySQL database at the end of the year.
Summery of Questions:
Can the standard setup of Vicidial help me manage leads the way I want to?
Would a custom interface or VTiger help me with my custom fields more easily?
What data extra fields of data will be added to my leads when they are extracted at the end of a year with your suggested design?