Prepare Your Lead List
Create a Lead List
Go to Lead Lists from the sidebar.
Click Add List.
Name your list something clear, like "ABC Leads from May 5th 2025". (Optional) Tag your list with the product line.
Click Save.
Import Leads
Go to Leads → Import Leads.
Select the lead list you just created.
Upload your file (.xlsx or .csv).
Map your fields correctly:
First Name → First Name
Last Name → Last Name
Phone Number → Phone Number
Preview and confirm the import.
Create a Campaign
Go to Campaigns
Navigate to Call Routing → Campaigns.
Click Add Campaign and configure the following sections:
General Settings
Name: Give your campaign a clear, descriptive title.
Description (optional): Add internal notes.
Script: Attach a call script.
Dispositions: Define call outcomes (Sale, No Answer, etc.).
Tags: Add tags to filter or categorize campaigns.
Lead Settings
Set Lead Calling Order
Primary Lead Order Select one of the following:
Least Called – Call leads that have been dialed the fewest times.
Least Recently Called – Call leads that have not been contacted recently.
Random – Present leads in random order.
Newest – Prioritize newly added, untouched leads.
Lead Calling Settings
Lead Call Cap: Maximum number of total call attempts per lead. Leave empty or set to 0 for no limit.
Lead Call Cap Per Day: Maximum number of call attempts per lead per day. Leave empty or set to 0 for no limit.
Wait Between Lead Calls (minutes): How long the system must wait before reattempting the same lead.
Lead Expiration
Enable Lead Expiration: Toggle to enable.
Expiration Days: Number of days before the lead expires.
Expiration Method:
Since first inbound queue call
Since last inbound queue call
Additional Lead Filtering
Ensure appointment availability: Only call leads with appointments available in their ZIP code.
(Note: This is primarily for screening agencies; it normally does not apply to typical consumer campaigns.)Skip Recycle Dispo Check: Ignore previous dispositions entirely, allowing all leads to be called—including those marked Sale or Trash.
(Useful when you explicitly want to call Sales or bypass normal safety checks.)
Lead Lists
Select the Lead List(s) you imported.
Optionally add multiple lead lists.
Set distribution percentages to control how leads are pulled.
Example: 50% / 50% distributes equally.
Example: 75% / 25% favors List A more heavily.
Agents
Assign specific agents, or
Enable Allow All Agents.
Only assigned agents (or all agents if enabled) will see the campaign.
Pro Tips
Agents only see campaigns they are assigned to or those open to all agents.
Campaigns ensure structured, efficient, and measurable outbound operations.