You have probably landed on this page because one of our awesome Customer Success Managers directed you here in the interest of smooth sailing for the configuration of your Conquer. Filling in the Dispositions and Campaigns worksheet is a critical first step for insuring the progress of your project. Nothing moves ahead until your CSM receives this worksheet back from you.
Alright then... Where is it and what am I supposed to do with it?
EVERYTHING YOU EVER WANTED TO KNOW about how to fill in the Dispositions and Campaigns worksheet can be found HERE! Below, you will find a link for the worksheet itself (Template: Dispositions and Campaigns Worksheet). Please download and save the file, being certain to rename it show your Account name in the title.
Okay, I've filled it in... Now what?
Once you have completed the worksheet, please send it via email to your CSM. They will then coordinate an initial meeting for you with one of our stellar Implementation Engineers (IE). Based upon the information you have provided, the IE will work with you to configure your Conquer interface and all of the desired automation behind it.