Edit a Call List | P&N

You can always edit your Call Lists within Prospect & Nurture to add or remove contacts. 

How to Edit a Call List:

  1. From the Prospect & Nurture homepage, select the Prospect + Nurture tab.

  2. Click the pencil icon at the top-right of a Call List that you’d like to edit.

  3. Edit the Contact list name, description, and contact frequency if you’d like.

  4. Select contacts you’d like to add to your Call List by searching for them or remove contacts from the Call List by selecting REMOVE.

  5. Select SAVE LIST.

Here’s an example:

Edit_Call_List.gif

 

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