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Upload a calling list in the CRM system
Upload a calling list in the CRM system

A step guide on how you can upload a calling list

Max Oerther avatar
Written by Max Oerther
Updated over a week ago

Follow the steps below:

  • Hover over Lists (left-hand menu) and select Calling lists

  • Click on the upload button (round blue circle with a plus sign)

  • A sidebar on the right side will open up:

    • Start by naming the list

    • pload your list (Excel in CSV format is only accepted)

    • Ensure that Office and Agent name are correct

  • Click Save to complete the task

Preview the list before uploading it to make sure everything looks like it should. The preview will pop up on its own.


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