Propool Docs

Appearance

Create a draft and add a calling list ​

Call plans · 60 seconds · Admins

Create a named draft, choose a tagged contact list and preview the phone numbers.

English narration and visible captions. The tutorial uses fictional people, properties and records in a demo agency. Actions shown in the demo are simulated.

Try it ​

  1. As an admin, open Call plans → Create call plan. Give the plan a name, check the working dates and set the default target per person per day. The example uses 12–16 October, five working days, and 1 call.
  2. Choose Create Draft. In Calling Lists, choose Add from Contacts or Leads.
  3. Choose Contacts → Next: Build Filter, then select the Rental follow-up tag under Tags.
  4. Choose Preview Results. Check the usable numbers, skipped records, duplicate counts and names. Fix unsuitable numbers or filters before importing.
  5. Name the list and choose Confirm Import. The example adds ten new phone numbers. The plan stays a Draft until its remaining setup is complete and published.

Transcript ​

Open Call plans as an admin and choose Create call plan. Give the plan a clear name, such as October rental follow-ups. Check the dates: October twelve to sixteen gives five working days. Set the default target to one call per person per day, then choose Create Draft. In Calling Lists, choose Add from Contacts or Leads. Choose Contacts, continue to Build Filter, and select the Rental follow-up tag. Choose Preview Results. Review the names, valid phone numbers, skipped records and duplicates. Name the list Rental follow-ups, then Confirm Import. The list is saved; the plan is still a Draft.

Next lesson ​

Choose participants and daily targets

Files ​