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The user can filter or sort the calling list per their requirements. Once the list is in the preferred order, the user is ready to initiate the calling session.

  1. Select a column to filter.

  2. Click the three dots at the right of the column heading.

  3. Click Filter.

  4. Enter the values for the filter.

  5. Click the Filter button.

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    image-20240310-234646.pngImage Added

  2. The filtered results appear.

    • Calling List Tool audiences only bring back the first 5,000 records. When users filter the columns, they can reload the page by selecting the Load with Filters button that appears once a column is filtered, and the system will go back to the database and find the first 5,000 records that match that criteria.

      image-20240311-001147.pngImage Added

Info

Note
Once the list is in the preferred order, the user is ready to initiate the calling session. By default, the first lead on the calling list is highlighted. The user can select which lead they want to start the calling session from. Once initiated, calls are made down the list from that starting point.

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