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Help · CRM · Calling

Work a call list: the rows, calling the next person, and when it runs dry

3 min readFor all rolesIn review

A list of people to call, worked from one screen: each row shows what happened, and the next person is called for you.

In review: written from the product, not yet walked through live.

1Start the list

Open Calls → Dialer. The list card (1) names your list and how many are left; Next call → (2) starts it. The Calls page switches to the list.
The Dialer’s list card (1): October leads, 36 of 50 left, with Next call → (2)

Open Calls

2Read the rows

Rows are in calling order. Done rows (1) say what happened: Busy · again at 3 PM, No answer · tomorrow, Not reachable · removed, or the outcome you picked. The row being called now (2) says Calling now with the timer. The rest wait (3) and say up next; if you tried someone before, that sits under their name — no answer yesterday.
The list’s rows: a done row (1), the row being called (2) and the next one (3)

3After each call

Carrier results fill in by themselves. When someone answered, the outcome chips appear on that row (1) — one tap — and the line under them says what the list's rule does next (2): "Call back later → back on this list tomorrow 10 AM".
After an answered call: the outcome chips (1) on the row (2)

4Calling the next person

With Call the next person by itself (1) on, the next row says Calling in 5… with Stop (2). Off, each row waits for Call next. Pause list (3) holds everything and keeps your place. The switch is remembered for you.
Call the next person by itself (1), Calling in 5… with Stop (2) and Pause list (3)

5When the list runs dry

If nobody can be called right now — outside their calling hours, do-not-contact, over the attempt cap, or taken by a colleague — the reasons sit where the next row would be (1), with when the next person frees up and Remind me at that time (2).
A list with nobody to call now (1): the reasons and counts, and Remind me at 12:33 PM (2)

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Common questions

Does the list dial two people at once?

No. One person at a time, 5 seconds after each result, and you can stop it on the row. Nothing is dialled ahead of you.

Someone on the list was skipped — why?

The list never calls a person outside their calling hours, on do-not-contact, over the attempt cap, or already taken by a colleague. The dry-list block names each reason and the count.

What do "again at 3 PM" and "tomorrow" come from?

The list's own retry rules — set when the list is made (for example No answer → tomorrow, Busy → in 3 hours). The row shows what the rule did.

I turned auto-next off — is that for my team too?

No. It is remembered for you only; each person chooses their own.

Previous: Talk to a teammate first, then hand the caller over · All Calling guides

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