Follow the steps below:
- Hover over Lists (left-hand menu) and select Calling lists
- Click on the upload button (round blue circle with a plus sign)
- A sidebar on the right side will open up:
- Start by naming the list
- Upload your list (Excel in CSV format is only accepted)
- Ensure that Office and Agent name are correct
- Click Save to complete the task
Preview the list before uploading it to make sure everything looks like it should. The preview will pop up on its own.
To get in contact with Realforce support team, please email us at: support@realforce.com
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