“This can only be done if you have the role ‘’office manager’’ in the CRM system.”

Step Guide:

• In the menu on the left side withinnCRM, click on lists
  
  
• Then click on contacts
  
  
• Click on the blurry round circle with a white tray to open up the filter
  
  
• Filter on what type of contacts you are looking for (you can filter on all active/inactive contacts, If you include inactive agents, you will see their customers as well)
  
  
• Close filter
  
  

When you have chosen the filter, you can create the calling list.

Step guide:

• Hover over the check-box (0/x contacts) and chose the dubble check (then all contacts will be chosen)
  
• Click on create calling list (black box above all contacts)
  
  
• In the sidebar, name the calling list and decide to whom the calling list is going to
  
  
• Click on save to send the calling list to yourself or your co-worker
  
  

The calling list can also be found under Lists → calling lists in the left-hand menu.

To get in contact with Realforce support team, please e-mail us at support@realforce.com