General information for projects

When you create a new project or campaign, the first details you will need to complete is a set of General information.

In your Admin account:

1. Go to the Projects page.
2. Go to the Project List subpage.
3. To create a new project, click Create. You may be prompted to select which type of Project to create.
   Alternatively, to edit an existing project, find it in the Project List and click its name.

The first section for creating either a campaign or a project is General information.

Type a Name. Optionally, click the Office drop-down list to select the appropriate office for this project. Optionally, type a Description of this project. Click the Sponsor drop-down list and select the sponsor for this project. Optionally, click the Contact Manager drop-down list to select the person responsible for maintaining your contact list.

General information for inbound projects

Inbound projects have additional information:

Click the Default contact list drop-down and select the contact list you created. A project can have multiple contact lists attached, but the default list is where new contacts will be added. For example, if a call comes to an agent from an unrecognised contact, when the agent saves the contact’s details, it will be saved to the default contact list.

Depending on which channels you have active on your environment, you may need to complete SMS sender and Email sender.

10. Type your external email address in the Email sender field. You can also include a sender name if desired, using the format Name <email address>.

11. In SMS sender, click to select the Number option.

12. Select the correct SMS number for this project.

For more information on Preferred agent duration, see this article.