Contact Lists: Contacts Lists
ontact Lists contains the
individual documents containing the numbers to be dialed by your Agents. These
documents may include a variety of information such as name, address, and
account number.
Under “Contacts Lists”, [Users] are able to
upload and edit Contact Lists. A Contact List is a CSV file containing a list
of numbers used by the dialer for campaigns. A contact list may include other
information associated with a single number, such as the contact’s name,
account number, address, balance due and more. The information in the contact
list may be customized a [User’s] needs, but must contain at least one phone
number. [Users] can view the contents of uploaded list, download a local copy
and remove a list entirely. You can also Edit a list from here (see below).
Below is a list of valid fields that can be
included in Contact Lists.
Field Label
| Description
|
lead_phone
| Phone Number — Format: 10 digits
|
lead_fname
| First Name — Contact First Name
|
lead_mname
| Middle Initial — Contact Middle Initial
|
lead_lname
| Last Name — Contact Last Name
|
name_prefix
| Name Prefix — Contact Name Prefix
|
name_suffix
| Name Suffix — Contact Name Suffix
|
lead_company
| Company Name — Contact's Company Name
|
lead_email
| Email — Contact's Email Address
|
lead_address
| Address — Contact's Address
|
lead_apto
| Apartment# — Contact's Apartment#
|
lead_city
| City — Contact's City
|
lead_state
| State — Contact's State (2 characters)
|
lead_zip
| Postal Code — Contact's Postal Code / ZIP
|
lead_description
| Comments — Comments text
|
lead_website
| Website — Contact's Website
|
lead_title
| Title — Contact's Title
|
balance_due
| Account Balance Due — Account Balance Due
|
custom1 – custom11
| Custom field — can be used for your own purpose
|
To Edit the list, click the Pencil ICON. From here, the only options available are to search for a specific entry by Account ID, Phone, First Name or Last Name and to remove the entry. To remove the entry on the list, select the Red X beside the record. When the delete action is performed, you will be presented with a verification/prompt. Selecting "OK" will remove the record; selecting "cancel" will cancel the function.
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