Lists & prospects

Lists are the groups of people you call. Open a list to see everyone in it. To build a new one out of a rule rather than an import, see Audiences.

• See the details — click a prospect to view their name, company, phone numbers, and history.
• Fix a detail — if a name or phone number is wrong, you can update it right there.
• Tag prospects — add small colored labels to group or flag people (for example, by the kind of business they are).
• Grades — each prospect carries a grade from A to D, a rough read on how good a fit they look. It’s what the call by grade dropdown on the Dialer filters by.

List Actions

Everything you can do to a whole list now sits behind one List Actions button at the top of the page, instead of a row of buttons. What’s in there depends on your account, but usually:

• Reset No-Answer — put everyone who didn’t pick up back in the queue for another pass.
• Reset Called — put back everyone who was dialed but never landed on a firmer outcome. Read the caution below before using it.
• Reset Selected — put back just the people you tick. It ignores status entirely, so it can revive prospects no other reset will touch — including ones marked as a bad number.
• Reset Exhausted — the header shows an Exhausted badge counting prospects that hit the attempt limit and stopped being dialed. This puts them back.
• Reset Re-Dialable — a broader reset for prospects it’s reasonable to try again.
• Grade this list — have ColdDialr read the list and assign each prospect a grade.
• Scan for Toll-Free — find and set aside toll-free numbers, which cost the person you’re calling.
• Archive / Unarchive — put a finished list away without deleting it.

Resets are for the whole list

A reset puts a lot of people back in the queue at once. If you only meant to redial one person, open them and change just that one instead.

What Reset Called can undo

Reset Called cannot tell a deliberate outcome from a dial that went nowhere. Any disposition that doesn’t set its own status leaves the prospect in the same state as an unanswered ring, so a Reset Called sweeps them all back into the queue together — and an agent’s research or triage gets quietly redone.

If people keep reappearing after they were dealt with, that’s the cause. See Disposition actions for which outcomes survive which reset.

The numbers on a list

To Call is how many people are ready to dial right now. Scheduled are callbacks set for a later day. That’s how you can tell at a glance where the work is.