Phonebank Creation and Management

Under the Phone Bank > Manage screen, you'll be able to keep track of all your created call lists and the progress made on each. From here, you can view each call list, it's voter count, numbers called, how many numbers are remaining on each list, and the user assigned to call that list.

Additionally, you'll have access to a list of several options for each call list.

To access your options, click the blue 'Options' button located next to each call list.

Voice-Mail: here you choose one of your MP3 voicemail's for the specific call list or can enter a written voice mail script to appear in the phonebank for volunteers to read.

Assign users: clicking here will bring up a list of volunteers that you can assign to a specific list. You can also assign multiple users to a single call list.

Re-use: rename your list and reuse it for another phonebank session.

Deleting a list removes the call list from your Manage screen, but will not erase any data collected.

At the bottom of the screen, you have an option of "ACCOUNT-WIDE ASSIGNED VOTER LISTS." This allows you to assign a default list for all users who log into the system to make calls, unless they have been previously assigned to another list.

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