Overview
Leads are stored in Lead Lists, which are linked to Campaigns for dialing. We will look at how Leads can be moved to a different List. Leads can be moved individually and in bulk, this method focuses on moving multiple Leads at one time.
Contents
Moving Leads to a Different List
1.) Click the Call Center main menu.
2.) Click the Leads menu option.
The Manage Leads page will open.
3.) Click Search to view your Leads.
4.) Use the Filter By fields to narrow down the Leads you want to move:
In this example, we have searched for Leads on a specific List.
- (A) Select List in this drop-down.
- (B) Select With/In in the operator drop-down.
- (C) Select a specific List in this drop-down.
5.) Click the green Search button.
6.) Click the checkboxes to select the Leads. Check the box within the blue header to select them all.
7.) Configure the Move:
- (A) Select the destination List in the drop-down.
- (B) Click the Move Leads button.
A confirmation box will open.
8.) Click the Move button.
A success window will open.
9.) Click the Close button.
Please vote on this article!
👇