PowerLists

This guide explains PowerLists in simple language: purpose, main list, actions, setup form, and upload flow.

A PowerList is a flexible calling list that you can set up to manage outbound calls for your team.

Each PowerList lets you:

• Choose a distinct name for easy identification,
• Define dialing rules and preferences to suit your workflow,
• Assign specific team members and add relevant tags,
• Connect to CRM locations or use tagging for segmentation, if needed,
• Decide what happens after a call (disposition and outcome),
• Import contacts quickly by uploading data files.

🖥️ Main Screen Overview#

🏷️ Title & Navigation#

At the top, you'll see the PowerLists title and a breadcrumb trail, for example:

PowerList -> List

🏁 Top Actions#

• New PowerList: Begin creating a new calling list.
• SOPs: Access built-in standard operating procedures.

🗂️ Filters (above the list)#

• Tags: Filter PowerLists by their assigned tags.
• PowerList Member: Show lists by assigned team member(s) (when available).
• Filter: Apply your chosen filters.

⚙️ Table Controls#

• Select how many rows to show per page.
• Use the search box to quickly find lists by keyword.

🗃️ Understanding the Main Table#

⚡ Menu actions (under Active)#

Action availability depends on role and list type. If visible, they usually mean:

• Status: turn list on/off for dialing.
• Duplicate: clones setup into a new list name; contacts are not copied.
• Edit: opens full configuration form.
• View: opens contacts view for that list.
• Delete: permanently removes list and related contacts after confirmation.
• Download Statistics: exports metrics and outcome summaries.
• Export Contacts: spreadsheet-friendly contacts export.
• CSV Contacts: CSV export format.
• PDF Contacts: report-style PDF export.
• Reset: resets dialing state of contacts to fresh/new without removing contacts.

📝 Create or edit a PowerList#

Use New PowerList or Edit from row menu.

Use Back to leave without saving, and Save to apply changes.

Many labels include help icons with short guidance on hover/focus.

👤 People and naming#

• PowerList Member: choose one or more members when field is shown.
• PowerList Name: unique, clear name for your company.
• Max Contacts: list capacity limit; system may enforce minimum.

📞 Calling behavior#

• Must Disposition Calls: enforce outcome selection before moving on.
• Seconds before Timeout: ring wait before unanswered handling.
• Dial at a Time: concurrent outbound calls for list.
• Max Attempts Daily: daily try limit per contact.
• Max Attempts Total: total try limit per contact.
• Next PowerList: optional next list handoff target.

🏷️ Organization and follow-up#

• Tags: labels for grouping/filtering lists later.
• AI Agent For Callback: optional callback assistant assignment.
• Dialed Reset Daily: resets daily counters at day boundary.
• Cool Down Time: wait period before retrying same contact.

🔗 CRM connection (GHL)#

• GHL Location: destination location for posting actions.
• GHL Tag On Disconnected: optional tag applied for disconnected outcomes.

📝 Contact fields (Collect User Information)#

Choose which data points are stored for contacts in this list (name/email/address/custom fields etc., based on your account).

🏁 Dispositions#

For each outcome label, choose one action:

• No Action
• Remove From List
• Post To GHL
• Post To GHL & Never Call

Choose actions based on your team workflow and compliance logic.

⬆️ Uploading contacts#

🔁 Duplicate handling mode#

• Ignore: skip duplicate rows.
• Overwrite: replace existing matching data.
• Merge: combine incoming and existing data.

📂 File selection#

• Upload supported spreadsheet/CSV file types shown in UI.
• Then open Mapping Tool.

🗺️ Mapping rules#

• Map file columns to internal fields.
• At least one mapped Phone Number field is required.
• Unused columns can be mapped to Ignore.

💾 Save and progress#

Click Save to store list settings and start import (if mapping is complete).

Progress area may show:

• job/reference id,
• current status,
• result summary.

Use Check Status to refresh progress, Refresh Table to update list counts, and Close when done.