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튜토리얼 18/22

Build a morning call list with filters

Filtering an agent’s own list down to a call sheet — stage, source, list and when the callback is due.

Length 4:24Published 2026. 9. 29.2부 — 운영하기Watch on YouTube

재생을 누를 때에만 플레이어가 YouTube에서 불러와집니다.

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. 1

    Open Leads

    An agent’s Leads page holds the leads they own. Managers see everyone’s in their scope and can filter by owner. The search box finds a lead by name, phone, email or company.

  2. 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. 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. 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. 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. 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. 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. 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 app’s 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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