Documentation:PSAAS:Administrator:AcctMgr:Julie

Account Manager

Important

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The Account Manager provides access to an individual account, and its associated campaigns, within the enterprise.

What can I do in Account Manager?

In the Account Manager user interface, you can configure and manage your campaigns and sub-campaigns. Here are a few guides to get you started:

• Outbound Solutions Guide
• Outbound Business Scenario
• Set Up Outbound Routing
• Load a Sub-campaign and Make a Call

Now you can go directly to Account Manager Help to learn about these topics:

• Campaigns and Sub-campaigns
• Contact Lists
• Compliance Tools and Suppression Lists
• Scripts
• Settings

Still looking for answers?

Check out these individual topics:

• Run a multi-channel campaign to include both agent-assisted and automated communications.
• Create a campaign strategy to define default campaign settings.
• Configure a dialing mode.
• Create and upload contact lists, using the Account Manager user interface or the Salesforce Adapter for Outbound.
• Suppress contacts using compliance tools and contact suppression lists.
• Create a script for text and email campaigns.
• Define AutoManage Rules and monitor active issues and alerts.
• View a log of all system events for the account or enterprise.