Tasks and calling lists
Work through a calling list
Build a list of people to call and record how each call went.
Transcript
In this video, you'll build a calling list, then record how a call went. On Campaigns, click Create calling list. Give the list a name, and choose who calls. Each lead on the list becomes a call task, shared out between the people you picked. Click Create list. Open your new list. Each lead has a number and a due time. After you call someone, click the circle next to their name. Choose how it went, add a note, and click Mark called. The outcome is saved, and the list's progress updates at the top. For more short guides, look for the Watch how button at the top of the page.