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How to add contacts to a call list

How to Add a Contact to an Outreach List

  • Method 1: From the Outreach List Details Page

    Go to the Outreach List details page (e.g. Contacts > Outreach List, select the Outreach List).

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  • Click the "Add Contacts to Call List" button to bring up the selection window.
  • Add contacts by either, contact name, tag, or contact group. 

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  • Selected contact(s) will be added to the Outreach List. If the contact is already on the Outreach List, it won't be duplicated.

On the Contact page

  • Open the contact record you wish to add to a Call List.
  • On the contact record, locate the Outreach Lists area.

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  • Select the desired Outreach List from the dropdown and save your changes. The contact will be associated with the selected Outreach List.


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