CRM Call Lists
Building a call list
Creating a list, adding leads by hand or in bulk from a filtered list, and keeping it a sensible size.
Last updated September 2, 2026
Open Call Lists and create a New list. Give it a name that says what it is for and roughly when — "Expo follow-up, March" tells the next person everything.
Adding leads
| Way in | When to use it |
|---|---|
| Add leads from the list itself | Picking a handful of specific people or companies. |
| Bulk edit from the contacts or companies list | The usual way: filter to the set you want, tick them, and add the selection. |
| Add a new contact from the call screen | Someone you meet mid-session who is not in the CRM yet. |
Anyone already on the list is skipped rather than added twice, so you can safely add an overlapping selection.
Keeping it workable
- Size it to a session. Two hundred names is a week of calling and a list nobody finishes; forty is an afternoon.
- One reason per list. Mixing an event follow-up with a reactivation campaign means neither set of numbers means anything.
- Check for phone numbers before you start. Filter out the ones you cannot call, or use the phone finder first.
BUILD IT FROM A SAVED VIEW
If you run the same campaign monthly, save the filter as a view. Rebuilding a complicated filter from memory is how a list ends up containing people it should not.