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How to create call lists

Call lists are an essential tool for sales teams to stay organized 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.

This article covers how to:

  • Add phone calls to a call list or create a new one
  • Create a shared call list

Add phone calls to a call list or create a new one

You can add new or existing phone calls to a call list:

  1. Click Create phone call from the task list
  2. Add company, contact and description
  3. Clicking the Add phone call to call list toggle
  4. Click the dropdown to select an already created call list, or click Create new list:
  5. Saving the phone call and it's placed in the call list.

You can also add phone calls to a call list when multi-selecting calls from the Tasks list. 

  1. Click Sales & CRM → Tasks and click the Phone icon:

    icon.jpg

  2. Click the dropdown and choose whether to select all or individual phone calls:

    option.jpg

  3. Click Edit selected:

    all.jpg

  4. Click Add to a call list:

    call.jpg

  5. You can now add the calls to an existing call list or click Create new list:

    new.jpg

When adding companies to Upsales through Upsales Prospecting 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. 

  1. Click Sales → Campaigns & call lists
  2. Click Create call list
  3. Select a name of your call list and tick the Shared call list option:

  4. Choose which users or roles should have access to the list
  5. Save the call list.

You can now add calls to this list by choosing the call list on a phone call or when planning the phone calls. 

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Articles in this section

  • Upgrading from Activities to Tasks
  • How to create call lists
  • How to use Tasks
  • How to work with To-do's
  • How to work with Phone calls
  • The Task list

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