Add a Contact to Call List | Knowledge Base | Better Sales Pro

Knowledge Base

Knowledge Base › Actions › Add a Contact to Call List

Add a Contact to Call List

The article will describe how to add an individual contact to a specific call list or multiple call list.

Add a Contact to Call List

Adding a single contact (lead) to a Call List is simple but requires that the contact have at least one contact phone number saved with their profile.

Step 1 - Login to your Partner Account

Step 2 - Open the Contact Profile Page.

Step 3 - Ensure a main phone and/or cell phone is saved for the contact.

Step 4 - Click the "Call" action button to open the call options menu.

Step 5 - Select the Call List to add the contact to the list.

 

Was this article helpful?

What was missing?

Still need help?

We're here to help you get the most out of Better Sales Pro.