How to add contacts to a call list
There are a couple of ways of adding a contact to an Outreach List.
- Go to the Outreach List details page (e.g. Contacts > Outreach List, select the Outreach List).
- Click the "Add Contacts to Call List" button to bring up the selection window.
- Add contacts by either, contact name, tag, or contact group.
- Selected contact(s) will be added to the call list. If the contact is already in the call 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 form, locate the Call Lists area.
- Select which Outreach List.
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