There are times when you want to contact accounts or leads because you know they have specific, non-filterable criteria -- for example, you know they are hiring and are primed for an offer to support their hiring process.
Within Relationals, you could build a telesales campaign, but if you just need a quick list, you can easily create a call list for yourself (or if your a manager for someone else) and add it to your tasks as activities. Here's how:
1. From either the Lead or Account tab, pick the check boxes for people you wish to call (highlighted in yellow in this example).
2. Select Group Actions from the side menu and select Create Call List.
3. In the Create Call List dialog, give the call list a subject (in this case, "Hiring Companies"), set a due date for the task, and if you want indicate the type of activity (for example, "Outbound Call"). If you're a manager, you can also assign a call list to someone and track the progress through a notification.
4. Once you click Save, the tasks will show up on your Activity Console as tasks to be completed.
Now you can track who you're calling, log the calls as you normally would, and add additional call lists as you want to. And for as a sales manager, you can push call tasks to your team.
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