How to Set Up and Run a Calling Campaign in Vedain CRM

Step 1: Connect a Telephony Provider

1. Go to Settings → Calling.
2. Select your provider: Twilio, Ozonetel, UROperator, or Acefone.
3. Enter the required credentials (varies by provider — typically API key, Account SID, Auth Token).
4. Click Save.
5. Click Test Connection to verify calls can be made.

Step 2: Configure Call Dispositions

Dispositions are the outcomes you log after each call. Go to Settings → Calling → Dispositions and add your outcomes:

• •Interested — wants a follow-up
• •Not Interested — remove from list
• •Call Back Later — schedule follow-up call
• •No Answer — will try again
• •Voicemail — left a message
• •Wrong Number — bad data

Step 3: Create a Calling Campaign

1. Click Calling Campaigns in the left sidebar.
2. Click + New Campaign.
3. Enter a campaign name.
4. Select the recipient list (Leads or Contacts — filter as needed).
5. Assign which team members will make calls in this campaign.
6. Click Save Campaign.

Step 4: Run a Live Dialer Session

1. Open the calling campaign.
2. Click Start Session.
3. The browser-based dialer opens.
4. Click Next to dial the first number — the call connects via WebRTC (no phone hardware needed, just a headset).
5. After the call: select a disposition, add a note.
6. Click Next to dial the next contact.
7. Click End Session when done.
8. Review the session summary: calls made, connected, dispositions breakdown.