Call a list of leads

A call list lets one agent work through many leads at a pace you choose, for example last month's quotes that never booked.

1 min read

Step by step

1. Open Leads & Calls, then Call lists, and go to Start a new list.
2. 1 · Who to call: choose Upload a CSV file, or Pick from your leads and filter by result (for example Not reached), source and when they arrived. Press Check columns if you uploaded a file.
3. 2 · Which agent: pick the agent, for example Alex to qualify and book, or Maya to rebook no-shows.
4. 3 · When: choose Start now. Calls only go out within calling hours. Schedule for later is Coming soon.
5. 4 · Pace: set Calls per hour, from 10 (gentle) to 200 (fastest). Slower pacing gives you time to handle live transfers and bookings.
6. 5 · Permission to call: tick the box confirming everyone on the list gave permission.
7. Check the estimated cost, then press Start calling.

While the list runs

The list card shows how many are called, booked, sent to voicemail and still waiting. Press Pause to hold it or Stop list to end it.

We skip people on your do-not-call list and in high-cost areas, and the list pauses outside calling hours.