Saved Record Lists & Call Lists

Last modified: November 8, 2012 by

Working with Lists in Sendouts is a great way to organize data.  There are many reasons you may want to create a List; To organize your CN’s, to identify your top CC’s, or to map out your CO leads and prospects.  You can create Lists for any type of record from anywhere in the database.

Creating a List

  • Search for the records you would like to include in your List
  • You can remove specific records from you List once the search populates, by highlighting the records you do not want included in your list, right-clicking and selecting Remove From Search Results
  • Once you have the List you would like to save, click the Saved Lists icon in the Edit Toolbar
  • Click Save…
  • Choose to Save Highlighted Records or to Save Displayed Records
  • Type a name for your New List.  The name can be anything that will remind you what records this List contains.
  • You can select for your List to be Shared, this option will allow your co-workers to see the List and pull it up on their screen
  • Click Ok to save your List

Pulling up a List

  • Navigate to the Module you saved the List in
  • Click the Saved Lists icon in the Edit Toolbar
  • Click Load…
  • From the drop down box, select the List you would like to pull up
  • Click Ok
  • Your List will appear in the List View

Adding records to a List

  • Navigate to the record you would like to save on an existing List
  • Click the Saved Lists icon in the Edit Toolbar
  • Select to Add the person To Saved List…
  • From the drop down box, select the List you would like to add them to
  • Click Ok

Removing records from a List

  • Navigate to the Module you saved the List in
  • Pull up the List
  • Highlight the record(s) you would like to remove
  • Click the Saved Lists icon in the Edit Toolbar
  • Select to Remove Selection From Saved List…
  • Select the List you would like the record(s) removed from using the drop down box
  • Click Ok to remove the records from that List

Deleting a List

  • Navigate to the Module you saved the List in
  • Click the Saved Lists icon in the Edit Toolbar
  • Select to Delete…
  • Select the List you would like to Delete
    • You can select more than 1 List to Delete from this box
  • Click Ok to Delete the Saved List(s)

Creating a Call List:

A Call List can be used to prioritize your calls, to market to Company Contacts or just to remind yourself to call certain people on any given day.  To create a new Call List, take the following steps:

  • From your List, highlight the group of records you want to call
  • Click the New Activity icon located in the Action Toolbar along the top of Sendouts
  • Indicate the Activity as a Task
  • Click the Call List icon, and you will notice the Subject line will auto populate with critical information regarding each person you need to call
  • Double check the List in the Aboutbox
    • Also note the Priority drop down where you can prioritize your calls
  • Indicate a Start/End date and time and set an alarm

 

  • When finished, click Ok, and your Call List will be created

To find your Call List in Sendouts, go to the Activity Module and search for the day you indicated in the Activities box for the calls to be made.  Make sure the Task check box is selected before you click Find.

Your Call List will appear with a Subject line individualized to each person on your List, along with other information indicated, such as Priority and whether it is Complete or not.