Intelligent Contacts | Contact Lists

Contact Lists
Exclusion Lists
In the event you need to prevent an account from being called (e.g. due to receiving a call from the consumer), but have already uploaded that account to your contact lists, you can upload an "Exclusion" List. An Exclusion list is a list of accounts ...
Contact Lists: Remove a Contact
Remove a Contact Under “Remove a Contact”, [Users] are able to delete a contact from a single, or all, campaigns. This does not remove that number from a contact list, nor does it place it on a do not call list. If a contact list containing a deleted ...
Contact Lists: Do Not Call Lists
Do Not Call Lists Under “Do Not Call Lists”, [Users] can upload and edit Do Not Call Lists. As the name implies, these CSV files contain a list of numbers that are unable to be used by the dialer. These lists can include any type of number that ...
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. Contacts Lists Under “Contacts Lists”, [Users] are able ...

Popular Articles
How do I add a new Phone Number?
Select the button labeled +new phone number at the top of the Phone Numbers submenu (found under Routing). If you are using a virtual number, substitute a phone number for a new, unique name in the field labeled “Phone”. Otherwise, use a preexisting ...
How do I create a new Schedule?
Select the button labeled +add schedule at the top of the Scheduler submenu. Give the new schedule a name and a description, then select the IVR you want to make active. Set the times you would like the IVR to be active in the remaining dropdown ...
How do I add a new Call Result?
Select the button labeled + add call result at the top of the Call Results menu. Fill out the form and click Submit.
How do I create a new IVR?
Select the button labeled +add new IVR at the top of the Call Paths/IVRs submenu. Enter a new unique name for your new IVR and click submit. Next, you’ll need to create the sequence of actions to be used by your new IVR. Select +Add new step to add ...
How do I add a new Agent/User in Call Center
Begin by selecting +new agent from the Agents submenu or +new user from the Users submenu. Fill out the form below and assign an extension. If no extensions are available, set one up under the Devices/Extensions submenu. If creating an Agent, set the ...

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