Campaigns allows you to create customized lists within Spiro so you can target contacts for call or email campaigns. You can access these lists from your Assistant.
To get started, go to the Campaigns tab in Spiro and give your new list a title.
Next, you can filter your list by any contact or company field in Spiro such as city, state, title and more.
Select which contacts you would like to add to your list and choose Add to Campaign.
You can also add contacts on the fly to your Campaigns. Go to any contact and on the top right of page you will see Add To Campaign. You will then be given the option to add this contact to an existing campaign.
Now that you have added contacts to your list you can access this list from the drop down in your Assistant and easily reach out to your targeted contacts.
If you have questions please contact [email protected]