Global Settings

⚙️ Telemarketing – Global Settings

Central Control & Automation Engine

- What the Global Settings Module Is

The Global Settings sub-module is the control center of the telemarketing system.

It is where administrators define:

How telemarketing behaves
Who works on what
When customers should be called
How queues are automatically created and routed

In simple terms:

Global Settings decides the rules.
Everything else follows those rules.

- Role Inside the Telemarketing System

Global Settings sits above all other telemarketing modules.

Lists organize campaigns
Queues automate follow-ups
Live Calls execute the work
Queue History records results

But Global Settings decides how all of this works together.

Without this module, telemarketing would be manual, inconsistent, and unscalable.

- Visual Layout Overview

The page is divided into two clear areas:

General Telemarketing Rules
Queue & Automation Management

The design is clean and administrative, built for clarity and control, not daily calling.

- General Telemarketing Rules

These settings apply across the entire organization.

☎️ How Many Times to Call a Client

Controls how many call attempts are allowed for one customer.

This prevents:

Over-calling customers
Annoyance or complaints
Compliance issues

It ensures calls stay professional and respectful.

⏱️ Time Between Calls

Defines the minimum waiting time before calling the same customer again.

This protects:

Customer experience
Legal and policy compliance
Team discipline

Once saved, these rules apply automatically to all telemarketing activity.

- Queue Management – The Heart of Automation

This section controls how customers are automatically added to follow-up queues.

Each queue represents a smart rule-based workflow.

- Queue List – What You See

Each row represents one automation queue.

You can immediately see:

Queue name
Assigned team members
Whether a script is attached
Quick action buttons

This gives administrators a full overview of all active automations.

➕ Creating a Queue – Smart Follow-Up Logic

When creating or editing a queue, administrators define:

- Queue Name

A clear label describing the purpose of the queue

(example: “Missed Calls Follow-Up”, “Hot Leads Queue”)

- Assigned Team Members

Select which team members will work on this queue.

Only these users will:

Receive customers from the queue
See related Live Calls
Be accountable for follow-ups

- Filter-Based Automation (The Power Feature)

Queues work using rules, not manual assignment.

Admins can build queues using:

Telemarketing lists
Customer statuses
Tags
Folders
Special conditions (new leads, missed calls, etc.)

Each rule answers:

“Which customers should enter this queue?”

- Filter Order & Priority

Filters are:

Visually stacked
Drag-and-drop sortable

The order matters because it controls:

Evaluation priority
Routing logic
Department assignment

This allows complex workflows without complexity.

- Department Routing

Each filter can be linked to a department.

This ensures:

Correct team handling
Clear responsibility
Accurate reporting

Queues don’t just assign customers — they route work intelligently.

- Include / Exclude Control

For each rule, admins can choose:

✅ Include customers who match
❌ Exclude customers who match

This prevents:

Duplicate follow-ups
Wrong customers entering queues
Conflicting automation rules

- Why Global Settings Is Critical

Without Global Settings:

Follow-ups are inconsistent
Teams work without structure
Automation becomes unreliable
Scaling becomes impossible

With Global Settings:

✔ Clear rules
✔ Automated follow-ups
✔ Controlled calling behavior
✔ Consistent customer experience
✔ Scalable telemarketing operations

- Who Uses This Module

Administrators

Define telemarketing rules
Create and manage queues
Control automation logic

Managers

Adjust team routing
Improve follow-up discipline
Optimize workflows

Team Members

Indirect benefit only
Receive better-organized work
Clear priorities and structure

- In Simple Words

Global Settings decides how telemarketing thinks.

It defines:
When to call
Who should call
Which customers matter
How follow-ups happen automatically

Everything else simply executes these decisions.

⭐ Final Summary

The Telemarketing – Global Settings sub-module is the automation and governance layer of telemarketing.

It transforms telemarketing from:
Manual task handling
into
A rule-driven, scalable, and predictable system

With this module, telemarketing becomes structured, compliant, and intelligent.