Build a morning call list with filters
Filtering an agentâs own list down to a call sheet â stage, source, list and when the callback is due.
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Step by step
After this video an agent can cut their own lead list down to a call sheet for the morning: the right stage, the right list, and the callbacks that are due.
- 1
Open Leads
An agentâs Leads page holds the leads they own. Managers see everyoneâs in their scope and can filter by owner. The search box finds a lead by name, phone, email or company.
- 2
Filter by list
The List filter shows the leads of one uploaded list, or Added by hand (no list). Lists are searched rather than scrolled, so a long list of lists stays easy to use.
- 3
Filter by follow-up
Follow-up narrows the list to Overdue, Today or This week. Overdue is where a morning call sheet starts: those are promises already late.
- 4
Filter by stage
Pick a stage to work one part of the pipeline, such as everyone who asked for details. Combined with a list, it gives a short, focused sheet.
- 5
Filter by what happened last
Last call shows Connected, Not connected, Never called or Reached attempt limit. Last outcome picks one or more outcomes, so No answer and Busy can be called back together.
- 6
Filter by when it arrived
Added shows leads added today, yesterday, in the last 7 or 30 days, or between two dates you pick. Use Added today for fresh enquiries from a synced sheet or a form.
- 7
Put the best leads first
Order set to Best to call first sorts by lead score, so overdue follow-ups and fresh, uncalled enquiries rise to the top. Hide DND keeps leads marked Do not call off the sheet.
- 8
Save the sheet as a link
Every filter is kept in the page address, so a bookmark reopens the same call sheet tomorrow. Clear removes them all at once, and the List and Board switch shows the same leads as rows or by stage.
Tips
- Start narrow: Overdue plus one list beats a page of every lead you own.
- Lead source can be filtered in the LumaKol appâs Leads tab, along with owner and tag.
- The DND status filter also applies to the board and to exports, so a list you download can leave out leads marked Do not call.
Learn more
How this part of LumaKol works, and who it is for.
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- 11Calling hours, attempt limits and do-not-call4:35
- 12Masked numbers, recordings and exports4:39
- 13Notes, reminders and voice memos3:15
- 14Lead capture forms4:25
- 15API keys and webhooks5:11
- 16Working calendar, shifts and attendance rules4:58
- 17Notifications, and the four you cannot mute3:51
- 19Your profile, language and sessions3:49
- 20Follow-ups in Google, Apple or Outlook5:45
- 21Power Dialer: call a whole list from your phone1:42
- 22Power Dialer for teams: keep callers dialling1:44
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