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Creating Custom Follow-up Lists from Call History
Creating Custom Follow-up Lists from Call History
Pam Solve avatar
Written by Pam Solve
Updated this week

Overview

Salesfinity allows you to create targeted follow-up lists based on call dispositions and other filters. This feature helps you efficiently manage callbacks and follow-ups and organize your calling strategy based on previous call outcomes.

Step-by-Step Guide

Accessing Call History

  1. Navigate to the Analytics section

  2. Select "Call History"

  3. You'll see a complete list of your previous calls with their dispositions

Using Filters for Custom Lists

  1. Click on the Filter option in Call History

  2. You can filter by:

    1. Call Disposition (No-answer, Voicemail, Interested, Not Interested, etc.)

    2. Date Range

    3. Team Members (if applicable)

    4. Campaign Names

    5. Phone Numbers Used

Creating Your Follow-up List

  1. Apply your desired filters

  2. Review the filtered results

  3. Click "Export to Dialer" button at the top of the page

  4. Your new call list will be automatically created in the dialer

Common Use Cases

Following Up on No-Answers

  1. Select "No-answer" disposition

  2. Choose your desired date range

  3. Click "Export to Dialer"

  4. Start calling these contacts at a different time

Re-engaging Voicemails

  1. Filter for "Voicemail" disposition

  2. Select relevant date range

  3. Export to create a follow-up campaign

  4. Consider using a different voicemail message

Call-Back Requests

  1. Filter for "Call Back" disposition

  2. Sort by date if needed

  3. Export to create priority follow-up list

  4. Schedule calls based on requested call-back times

Best Practices

Timing Your Follow-ups

  • Wait at least 4 hours before redialing no-answers

  • Consider different time zones when scheduling follow-ups

  • Try varying the time of day from the original call

List Management

  • Create separate lists for different dispositions

  • Update lists regularly to remove contacted leads

  • Track success rates of follow-up calls

  • Use notes from previous calls to inform follow-up strategy

Pro Tips

  1. Maximize Connection Rates

    1. Export no-answer lists from morning calls for afternoon follow-up

    2. Create lists of voicemails for next-day follow-up

    3. Use different phone numbers for follow-up attempts

  2. Efficient List Management

    1. Create daily follow-up lists

    2. Archive or delete old lists

    3. Track which lists have the best connection rates

  3. Strategic Follow-ups

    1. Consider creating lists based on multiple filters

    2. Combine disposition types for comprehensive follow-up campaigns

    3. Use call notes to prioritize follow-ups

Troubleshooting

Common Issues

  1. List Not Appearing in Dialer

    1. Refresh your dialer page

    2. Check if filters were correctly applied

    3. Verify the export was completed

  2. Empty Lists

    1. Verify filter criteria

    2. Check date range

    3. Ensure call history data is available

Need Help?

If you need assistance with:

  • Creating custom lists

  • Managing follow-ups

  • Understanding dispositions

  • Filter options

Contact Salesfinity Support for immediate help.

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