After all of the leads inside the list have been dialed, the system won't dial any leads in that list until you reset your list. Resetting the list allows the system to dial the leads again if their statuses fall under the dialable statuses category. If you are using lead recycling resets will be minimal. If you are not using lead recycling, you will need to reset your lists manually and regularly.
From the Dashboard, go to Call Center and select Campaigns.
Under Campaigns, Click on the Action Button and select Settings.
Within the Campaign Settings, click on the Leads tab.
Scroll down and look for Lists in this Campaign section. There are two options, Reset a Single List or Reset All List.
To check the number of leads in a list, click on the Show Button of the list you would like to view
To check the number of dialable leads in a list, click on the Calculate button. This will work for both active and inactive lists.
Note: After you click on the Show or the Calculate Button, the values will be cached in the system for 5 minutes. Wait for 5 minutes before clicking Show or Calculate Button again.
To check the number of NEW leads in a list, click on the Calculate button. This will work for both active and inactive lists.
To reset a single list, click on the Reset Button of the list.
NOTE: Resetting List(s) also resets the Called Count of the Leads in that List(s). Dialable leads will only calculate on ACTIVE lists.
After the reset, you will get a confirmation with the results. The leads which are still in a dialable status are now ready to be dialed again.
A pop-up message saying, Resetting the List will also reset the Called Count of the Leads in this List. Are you sure you want to continue? click on Reset.
The Reset Button will change to Resetting.
Click on the Refresh Button to verify if the Reset is complete
Note:
- A list that contains 100k leads may take up to 80 seconds for the reset to complete.
- Leads with pending workflow action: Re-insert to hopper won't get loaded into the hopper after a recent list reset attempt. The system would follow the scheduled workflow action.
To reset multiple lists at the same time, click the check boxes of the selected Lists
Click on the Reset Selected button
NOTE: Resetting List(s) also resets the Called Count of the Leads in that List(s). Dialable leads will only calculate on ACTIVE lists.
After the reset, you will get a confirmation with the results. The leads which are still in a dialable status are now ready to be dialed again.
A pop-up message saying, Resetting the List will also reset the Called Count of the Leads in this List. Are you sure you want to continue? click on Reset.
Scroll down to see the leads summary. In this section, the admin can see the total number of dialable leads after resetting the lists and the reasons why other leads are non-dialable.
Note: If you're going to reset a batch of lists per campaign, you will be able to see the reset status of the lists under Manage Lists