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.