Filter the calling list
Two filters only — assignee and lead stage — and one of them only appears if you manage people. The restraint is deliberate.
There are two filters on the calling list and there is deliberately nothing else. No queue-reason vocabulary, no next-attempt window, no priority — because none of those concepts exist in the model.
If you find yourself wanting a third filter here, what you actually want is a campaign with an audience filter, or a saved view in Contacts. The calling list is intentionally the simple thing.
Before you start
- Manager or admin access for the assignee control. Agents see only their own work.
Steps
Open Calls and look above the list
Two controls: assignee, and lead stage defaulting to open stages. The definition of the list is printed underneath them, so you are never guessing what you are looking at.
There is deliberately nothing else — no queue reason, no next-attempt window, no priority. None of those concepts exist in the model.
Use assignee to look across the team
Managers and admins only. An agent sees only their own work, so the control would list one name and mean nothing.
This is how you spot somebody with two hundred contacts and somebody with four.
Use lead stage to change the definition
It defaults to open stages. Widening it lets you look deliberately at terminal contacts — useful for auditing whether people are being marked DND too readily.
Notice there is nothing else
Two filters, on purpose. Every other question about who to call belongs in Contacts, where the advanced filter builder lives.
Use Contacts for anything more complex
Build the filter there, save it as a view, or turn it into a campaign audience. Those are the right tools for "everyone in Mumbai we have not touched in thirty days".
Check it worked
Set the assignee filter to each member of your team in turn and compare the counts. An uneven distribution is usually an assignment problem rather than a performance one.
The parts people get wrong
- Only managers and admins get the assignee control here, for the same reason it is absent in the Inbox.
- If leads are arriving but nobody is calling them, the cause is almost always that they have no owner — an unassigned contact is in nobody's list.
The ones people actually ask
Where are the rest of the filters?
There are only two here on purpose — assignee and lead stage — with the list definition printed underneath so you are never guessing what you are looking at. Every other question about who to call belongs in Contacts, where the advanced filter builder lives.
I cannot see the assignee control.
You are an agent. It is managers and admins only, because an agent sees only their own work and the control would list one name and mean nothing.
Can I look at contacts we have marked DND?
Yes — widen the lead stage filter, which defaults to open stages. That is genuinely useful for auditing whether people are being marked DND too readily. Do not call them.