Group phone calls by specific themes, such as target, theme or campaign. Collect, store and access your lists in one place for easy and quick referencing.
You can create Call lists when Prospecting, or follow these steps:
- Click Sales & CRM → Tasks and click the Phone icon:
- Click the dropdown and choose whether to select all or individual phone calls:
- Click Edit selected:
- Click Add to a call list:
- You can now add the calls to an existing call list or click Create new list:
