Overview
Leads are stored in Lead Lists, which are linked to Campaigns for dialing. We will look at how to move Leads to a different List in List Settings. While Leads can be moved individually or in bulk, this method focuses on moving multiple Leads at once.
Contents
Moving Leads in List Settings
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.
3.) Click the Edit option in the Action gearwheel drop-down. This will open the settings of the source List from which you will remove the Leads.
The View List page will open on the List Settings tab.
4.) Click the Move Leads tab.
5.) Configure the Move.
- (A) Transfer Disposition: Select the Disposition of the Leads you want to move in the drop-down.
- (B) To List: Select the List that will receive the Leads from the drop-down.
- (C) Limit: Enter the maximum Leads you want to move, which can be up to 50,000.
6.) Click the Move Leads button.
A Confirmation window will open.
7.) Click the Move button to continue.
A Success window will open.
8.) Click the Close button.