Call lists are an essential tool for sales teams to stay organised and manage calls efficiently. In a call list you can place calls to contacts or leads that you need to call, follow-up on, or engage with.
Call lists are part of Tasks. If you don't have Tasks under Sales & CRM, contact support to upgrade.
This article covers how to:
Add phone calls to a call list or create a new one
You can add new or existing phone calls to a call list:
- Click Plan a call from the task list
- Enter the call details and select the Add phone call to call list toggle:
- Click the dropdown to select an already created call list, or click Create new list:
- Saving the phone call and it's placed in the call list.
A list you create with Create new list is private to you. To share it, edit it from the call list overview (see Create a shared call list).
You can also add phone calls to a call list when multi-selecting calls from the Tasks list.
- Click Sales & CRM → Tasks and click the Phone icon:
- Click the dropdown and choose whether to select all or individual phone calls:
- Click Update phone calls and choose Add to call list:
- You can now add the calls to an existing call list or click Create call list
When adding companies to Upsales through Company Data Hub you can plan phone calls with multiple companies and add them to a call list as well.
Create a shared call list
This feature allows multiple team members to work on the same call list. It helps keep everyone aligned and working towards the same goals.
- Click Sales & CRM → Campaigns & call lists → Call lists → Create call list:
- Enter the Name of call list (up to 50 characters). Call list owner is set to you; change it if needed. Tick Shared call list and pick at least one user in Select users to share with:
- Save the call list
To share an existing list, click the pencil icon next to it in Call lists.
You can now add calls to this list by choosing the call list on a phone call or when planning the phone calls: