1
00:00:00,600 --> 00:00:05,030
Open Call plans as an admin and choose Create call plan.

2
00:00:05,030 --> 00:00:09,809
Give the plan a clear name, such as October rental follow-ups.

3
00:00:09,809 --> 00:00:14,880
Check the dates: October twelve to sixteen gives five working days.

4
00:00:14,880 --> 00:00:19,601
Set the default target to one call per person per day, then

5
00:00:19,601 --> 00:00:21,000
choose Create Draft.

6
00:00:30,000 --> 00:00:33,990
In Calling Lists, choose Add from Contacts or Leads.

7
00:00:33,990 --> 00:00:39,917
Choose Contacts, continue to Build Filter, and select the Rental follow-up tag.

8
00:00:39,917 --> 00:00:41,501
Choose Preview Results.

9
00:00:41,501 --> 00:00:46,665
Review the names, valid phone numbers, skipped records and duplicates.

10
00:00:46,665 --> 00:00:50,596
Name the list Rental follow-ups, then Confirm Import.

11
00:00:50,596 --> 00:00:54,293
The list is saved; the plan is still a Draft.