Add ability for outbound phone calls
H
Howie Hirsch
Ability to send outbound phone calls/messages (in addition to SMS).
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G
Gwen
We'd love a way to create "Call Campaigns" in the system. I think GB already has several aspects of this that we'd just need to combine into a single workflow. But here are the high level functional needs:
1) Create a campaign and add contacts to that campaign (to call).
2) Assign GB users to that campaign (as callers).
3) Those users then have a way to view each contact, their personal details, details from DonorSearch if enabled.
4) Then from a recording perspective, they just need to record the date/time they called, the result of the call (i.e. left message, answered, etc.)
5) If a pledge is received from that call, use the existing Pledge functionality to log that pledge against that Contact.