To create a call campaign through your dialer of choice, using your Simplicity data, follow these steps:
- Click on Tools > File Exporting > Account Exporter.
- In the box with the various filters (collector, client, status, claim received date range, etc.) select filters for the accounts that you want exported.
- Adjust the filter options as necessary for Phone Numbers: Including/Excluding and [ALL], Good, Bad, and Unknown.
- Click on the Export Phones button.
- The generated .csv file will include some basic information automatically. You do not have to select any of the data elements for these to appear. The columns will include: Internal Case ID, Account Number, Client Claim Number, Debtor’s Name and Current Balance Due, followed by a list of all the Phones for that debtor, their Type (Home, Cell), their Status (Good, Bad), and their Description (if any have been added to the system).
- Upload this file to the dialer of your choice, and create a call campaign.
