Assign, reassign and reset lead lists
Hand a whole list to someone else, split it evenly across a team, or restart it for a fresh round.
Програвач завантажується з YouTube лише після натискання відтворення.
Step by step
After this video you can see how far each list has been called, hand a whole list to someone else, split it across a team, and reset it for a fresh round of calls.
- 1
Open Leads → Manage lists
Every uploaded list is here, newest first, with when it came in and who uploaded it, how many leads it holds and who they sit with. Each row also shows connected, not connected and not called counts, follow-ups due, leads won and +N new today.
- 2
Find the list
Search lists by name, sort by Newest, Name or Most leads, and page through 25 lists at a time. Lead capture forms and synced Google Sheets show here as lists too.
- 3
Read the progress
Each list shows how many of its leads have been called, and Completed once none is left uncalled. Called means a call or an outcome since the list was uploaded or last reset; connected and not connected follow each lead’s latest call.
- 4
Reassign a whole list
Reassign moves every lead in the list to the people you choose: One person takes them all, Split evenly deals them out one by one across the people you tick, and Remove owner leaves them unassigned. Use it when someone leaves, goes on leave or has too much to call.
- 5
Reset a list for a fresh round
Reset sends every lead in the list back to the first stage with attempts, outcomes and follow-ups cleared, so it can be called from scratch. Call history stays in reports. A reset cannot be undone, so the dialog asks you to confirm.
- 6
Let agents reset their own lists, or not
Let agents reset their own lists in Settings → Calling policy is off by default. When it is on, agents see a warning and can reset only lists where every lead is theirs, and their manager can see that they did it.
- 7
Rename or delete a list
The list’s menu has Rename list and Delete list. Deleting removes the list’s leads from every view and report, while their history is kept for audit.
Tips
- On the Leads page, the List filter shows only one list’s leads, which is the quickest way to check a list before you reassign it.
- Reset only when you really mean to call the list again from the start: a lead’s attempts and follow-ups are wiped with it.
Read the full guide
The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.
More from Частина перша — налаштування
- 1Read your dashboard like a manager3:22
- 2Build your pipeline3:17
- 3Call outcomes that book the next follow-up3:10
- 4Custom fields, call scripts and message templates3:22
- 5Roles and seats explained2:47
- 6Import leads from Excel or CSV2:45
- 8How your agents work a lead2:27
- 9Follow-ups, live board and attendance4:30
- 10Reports and billing4:35
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