Call List

The Call List in RunSensible helps you keep track of all important dates related to your leads, contacts, and companies. This includes events such as birthdays, work anniversaries, and other key milestones, ensuring you stay organized and prepared to engage with your network at the right time. By consolidating these dates, the Call List simplifies relationship management. It ensures you can plan calls, send greetings, or schedule follow-ups efficiently without missing important moments.

Accessing the Call List

Navigate to the Campaign section using the left-side menu.

Adding a New Date to Remember

To add a new important date, navigate to the relevant lead, contact, or company profile. Click on the Information tab and fill in the fields under the Date to Remember section.

Adding a New Date to Remember Type

To manage, add, and customize different types of important dates, navigate to Settings, click on Automations & Notifications, and select Date to Remember Type.

Adding a New Date Type

Click the Edit button next to the type to update the name or details and remove a date type by clicking the Trash icon next to the relevant event type.