Overview
Lists can be thought of as containers for Leads. As a tool for Lead Management, they provide more organization and control over Leads. This article discusses the process for deleting whole Lead Lists.
Note: Admins cannot delete Default Lists from their Account. If they would like to delete the Leads in a Default List, then they need to move them to another List or empty the Default List.
Contents
Delete a Lead List
1.) Click the Call Center main menu.
2.) Click the Lists menu option.
The Manage Lists page will open.
3.) Search Lists using the Filter By fields.
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(A) Filter By options include:
- Campaign: Filters Lists by specific Campaigns.
- List Name: Filters Lists by their name.
- Reset Status: Filters Lists by their Reset Status, Pending or Resetting.
- Status: Filters numbers by their Status, Active, Inactive, or Archived.
- (B) The options in this field depend on the chosen Filter.
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(C) Order By options include:
- Campaign: Sort Lists by Campaign.
- Create Date: Sort Lists by the Date and Time an Admin created them.
- Last Called Date: Sort Lists by the Date a Campaign last dialed them.
- Last Modify Date: Sort Lists by the date an Admin last updated them.
- ListID: Sort Lists by identification number.
- ListName: Sort Lists by their names.
- Status: Sort Lists by their Status.
- (D) Select Ascending or Descending order.
4.) Deactivate the List you want to delete.
5.) Click the Action gearwheel drop-down.
6.) Click the Delete option.
A confirmation window will open.
7.) Click the Delete button to continue.
A success window will open.
8.) Click the Close button.
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