How to add records to your Insightly Voice Call List

The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer.

The Call List contains any contacts, leads, and organizations you add and can be viewed in the Call List tab of the dialer.

To add records to your call list:

  1. Select contacts, leads, or organizations.Insightly_Voice_70.png
  2. Click the checkbox next to records you need to add to your list. You can add as many as you need.
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  3. Click Add to Call List.Insightly_Voice_7.png

 

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