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Prospect & Nurture: How to Create a Call List

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SummaryA Call List is a group of Contacts you want to call through. You can select the Contacts you’d like to include in a Call List. Follow the steps below for instructions on how to create a Call List.
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How to Build a Call List from Contacts

  1. Select the Prospect + Nurture tab, then click BUILD A LIST.
  2. Select Contacts.
  1. Select the contacts you’d like to include in your Call List. The number of contacts and hours to call* will auto-total on the top-left.

*Hours to call is based on an average of 5 minutes per call.

  1. Select ADD TO LIST. To add the selected contacts to an existing Call List, click on the Call List you’d like to add them to. To build a new Call List, select BUILD A NEW LIST.

  1. Fill out the Call list name, description, frequency, and date.. Select SAVE LIST.

 

How to Build a Call List from Contact Groups/Views

  1. Select the Prospect + Nurture tab, then click BUILD A LIST.
  2. Select Groups and Views.
  3. Select the Groups or Views you’d like to include in your Call List.
  4. Select ADD TO LIST > select BUILD A NEW LIST > SAVE.



 

How to Build a Call List from Properties

  1. Select the Prospect + Nurture tab, then click BUILD A LIST.
  2. Select Properties > use the filters on the left to sort your Properties.
  3. Select the Properties from which you’d like to add Contacts. You can define the Owner roles to add specific Contacts from a Property to your Call List.
  4. Select ADD TO LIST. To add the selected contacts to an existing Call List, click on the Call List you’d like to add them to. To build a new Call List, select BUILD A NEW LIST.

  1. Fill out the Call list name, description, frequency, and date.. Select SAVE LIST.

 

 

 

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