callListLeads
Call Lists
Use sophisticated conditions to create groups from imported leads.
Assign a call list to a team. This way your agents can directly see the leads to call during their shifts.
- Click on Add a Call List to create a call list.
- Enter a label
- Select the conditions for the leads
The Label is the name of the call list. We recommend you make this clear and easy to understand because you'll use this name later when assigning this call list to teams.
For a simple list, leave the top filter as "All of these conditions must be satisfied."" Next, you need to select the file containing the leads you imported. Under "Add logic or condition", scroll down until you find "leads import". In the value field, you will see a list of the files containing the leads imported into your account. Choose the file that you need. Then click add.
You can now further refine this list using filters - just add more conditions.
How can I apply filters to refine my call lists?
Filters must be applied to a list of leads that you have imported into Evergiving. Let's say you want to create a call list based on a specific call status (for example pending) so you don't see any leads with a call status complete or remove. Create a label - this time we'll call it "Pending Leads", leave the top filter as "All of these conditions must be satisfied." choose "Add logic or condition", scroll down until you find "leads import", find your leads file and click add.
Under Add Logic/ Condition, choose the value "status". Choose the "Pending' campaign. Save this call list. This Call list is made up of leads sourced from your leads file, containing leads with the status pending.
You could further refine this call list... For example, maybe you want to create a call list of leads with the status pending who have been called 5 or less times. You would create the list as above and then add another condition "call attempts" and set the value as <=5. With this condition, your list will contain leads with status pending, who have been called less than 5 times. If they are called more than 5 times during your working day, they will be automatically removed from your call list.