Work a calling list without losing your place
The calling list, the call logger, the eight outcomes and exactly what each one does to a lead stage.
10 tutorials in this section
Tutorials in Calls & calling list
The calling list: what "to call" means
Every contact assigned to you, whose lead stage is still open, that you have not called today. Three clauses, and the list maintains itself.
ReadMake a call from Convarza
Dial from the calling list, from a contact, or from the keypad — with the record in front of you rather than a number on a sticky note.
ReadLog a call outcome
The dropdown tells you what saving will do before you commit. The label, the colour and the effect all come from one table, so they cannot drift apart.
ReadThe eight call outcomes and what each one does
The whole table, and the consequence attached to each. Learn this once and your pipeline reports will reconcile forever.
ReadWork a list with Save & next
Log the outcome, apply its effect, advance. The whole reason a calling session does not turn into an admin session.
ReadCreate a callback from a call
The one outcome that schedules something. Choosing it creates a task at the time you set, so a promise becomes an obligation with a name on it.
ReadToday: why nobody gets called twice
A small feature that quietly prevents the single most damaging thing an outbound team can do to a customer.
ReadFilter the calling list
Two filters only — assignee and lead stage — and one of them only appears if you manage people. The restraint is deliberate.
ReadFind and play a call recording
Recordings sit with the call, on the contact timeline, where the rest of the story already is — and they are the fastest way to improve an AI agent.
ReadRead a call log entry on the contact timeline
Every attempt — by a person or by a campaign — lands on the feed. It is how "why is this customer annoyed" becomes answerable in ten seconds.
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