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Open Call plans as an admin and choose Create call plan.

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Give the plan a clear name, such as October rental follow-ups.

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Check the dates: October twelve to sixteen gives five working days.

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Set the default target to one call per person per day, then

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choose Create Draft.

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In Calling Lists, choose Add from Contacts or Leads.

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Choose Contacts, continue to Build Filter, and select the Rental follow-up tag.

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Choose Preview Results.

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Review the names, valid phone numbers, skipped records and duplicates.

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Name the list Rental follow-ups, then Confirm Import.

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The list is saved; the plan is still a Draft.