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Adding Multiple Contacts From A Category To Call List

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Adding Multiple Contacts From A Category To Call List

To schedule multiple calls at once, follow the instructions below:

Last updated on 02 Oct, 2026

  • From the side menu bar, click Contacts > Contact List

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  • Click "Filters" and then select "Category" IS and choose your category or categories for the last box. Click "Search."

Screenshot - 2026-10-02T141632.215.png
  • Next, to select all contacts on the page, check the box next to Name.

Screenshot - 2026-10-02T142517.486.pngScreenshot - 2026-10-02T142653.576.png

In the Bulk Actions box, select the phone icon to add these contacts to your call list.

When the Add Call modal pops up, you can fill out the reason for contact, call type, and the date you'd like to schedule the call for. Then click "Save"

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