What user, phone, campaign, list and lead mean

1. The person and the phone

A user is a person’s login account. Our agent user is learner1, and LABTEAM is the user group that holds shared access settings.

A phone, also called a station, supplies the audio connection. Our station is 8001. Its login is separate from learner1: the Agent interface asks for station credentials and then the user credentials.

2. The campaign and list

Campaign LAB01 is the calling job; its settings determine how its agents work. List 90001 is the collection of contacts assigned to LAB01. A campaign can use several lists, while each list belongs to one campaign at a time.

3. A contact and its result

A lead is one contact record in a list. For practice, you will add fictional contacts to list 90001 using the lab’s internal test number.

After a call, the agent selects a disposition, meaning the call outcome. The available choices depend on the campaign.

4. Check the example

Match each identifier to its job.

• LABTEAM is the user group; learner1 is the agent user.
• 8001 is the phone station; LAB01 is the campaign.
• 90001 is the list; each contact record in it is a lead.

5. If two terms sound alike

The user identifies the person; the station provides audio. The list holds contacts; the campaign holds calling settings.