Overview
Lead Lists store Leads for dialing with your Campaigns. Lists must be assigned to a Campaign before they can be dialed. This article will walk through assigning a List in the Campaign's Settings.
Contents
Before You Begin
- Admins can also assign or re-assign a List to a Campaign in the List Settings.
- See Assign or Re-assign a List to a Campaign to learn more.
- Admins can only move deactivated Lists. Active Lists cannot be moved between Campaigns.
Deactivating a Lead List
The instructions below show how to change a List's Status to Inactive. If the List is already Inactive, then you can skip this section.
1.) Click the Call Center main menu.
2.) Click the Lists menu option.
The Manage Lists page will open.
3.) Locate the Status column and click the toggle to switch between Active and Inactive.
- For more information about managing Lead Lists, see Create, Activate, and Sort Lead Lists.
Assigning a List in Campaign Settings
1.) Click the Call Center main menu.
2.) Click the Campaigns menu option.
The Show Campaigns page will open.
3.) Open your Campaign's settings by clicking the Name.
The Campaign Settings page will open on the General tab.
4.) Click the Leads tab.
5.) On the Leads tab, scroll down to the bottom of the page.
6.) Click the Assign List button.
The Assign List modal will open.
7.) Configure the List:
- (A) Select the List in the drop-down.
- (B) Click the Assign button.
The page will refresh and the List now shows in this Campaign.
8.) Click the Status toggle to Activate the List.