Find contacts in your lists

What it is

Contacts in lists shows every contact on every list on one page. The lists and folders on the left are filters: pick one list, several lists, or a folder and the table shows the people on them.

Where to find it

Lists in the left menu.

Steps

1. Click Lists in the left menu.
2. In the Lists panel, click a list or folder to show its contacts. Tick the box beside several lists to see them together.
   

   

3. Use the saved views at the top of the panel: All contacts, Not called yet, Call backs or Archived lists.
   

   

4. Search by name, phone, email or address, and use Everyone, Not called, Called or DNC to narrow the table.
   

   

5. Use Any result to filter by last result and the sort menu to order the table.
6. Click a person to open their full record.

Good to know

• Only account owners and managers can open this page, because moving, merging and tagging lists changes what every caller dials. Agents can still import and see list results on List performance.
• The four tiles show Not called yet, Called, Call backs due and Do not call for the lists in view.
• A coloured dot beside each list shows its kind, such as Expired, FSBO or Circle, read from the list name.
• A lock icon marks a list RealDialer keeps itself. A live icon marks a list a session is working right now.
• On a narrow screen, open the panel with the Lists button.
• Choose 50, 100 or 200 contacts per page at the bottom.