Configuring Call Lists and Outreach Planning

 Call lists help your inside sales teams to communicate effectively and efficiently with prospects and customers through various digital channels.

Call Lists Planning Overview Video 

This video explains the various benefits that Call Lists planning has for a sales team to generate sales and opportunities for any business.

Though an administrator does not have to create the actual Call Lists, they do need to set up Business Role services using the Administrative Console, as well as Call List categories.

To begin the process of defining business roles, the administrator will:

• Navigate to the User Menu
• Choose Settings
• Select All Settings
• Find and select Roles from the Administrative Console.

In order to use call lists, administrators must create business roles and assign business users to necessary business services.

1. To activate call lists, add to the business role the business services
   • callListService
   • callListParticipantService
2. Enable the applications
   • sap.crm.calllistservice.uiapp.callList to access the Call Lists work center.
   • sap.crm.calllistservice.uiapp.callListAdminApp to access call list configurations, such as call list category definition.

To begin the process of defining Call List categories, the administrator will:

• Navigate to the User Menu
• Choose Settings
• Select All Settings
• Find and select Call Lists Category Definition from the Administrative Console.

The administrator will need to first define the categories of the Call List and input the Code, Description, as well as utilize the toggle button to enable or disable a category. The code of custom categories must start with the letter Z.

Once configured by the administrator, the sales manager can then create call lists for their sales employees based on the new categories.

Sales Managers can create a new Call List by:

• Using the Navigation Menu at the top left
• Search or find Call Lists
• Create New Call list by choosing the plus icon.

Sales Managers can use the defined categories from the drop down menu. They can also copy existing call lists and use existing data to create new ones.

They can also add Leads, Contacts and Target Groups to call lists.

A Sales Manager can monitor the progress of each call list.

All call lists can be tracked using the following call list views:

• All Call Lists
• All Active Call Lists
• My Call Lists
• My Active Call Lists

They can also use the quick filters to view call lists by due date, progress, or status. Or they can use advanced, filters to have a fine grain control.

Select a call list to open it in detailed view with following information:

• Owner
• Category
• Sales Organization
• Date Range
• Completion
• Progress
• Distribution Channel
• Division
• Campaign: Visible only when the call list category is Campaign Follow-Up.