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📋 PowerLists: Interface Guide

• Tags let you flexibly group and search contacts.
• Dropdown filters (by tag or other fields) help you quickly segment PowerList members for efficient actions and precise targeting.

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📝 PowerLists Module – Standard Operating Procedures (SOPs)

This section presents a step-by-step Standard Operating Procedures (SOPs) framework for all aspects of PowerLists usage. Adhering to these SOPs ensures streamlined processes, compliance, and optimal campaign outcomes.

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1️⃣ Purpose & Scope

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2️⃣ Definitions & Terminology

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3️⃣ Prerequisites & Access Requirements

• 🔑 User permissions required:
  • view-powerLists, add-powerList, edit-powerList, delete-powerList, download-powerList
• 🖥️ Access to the PowerLists Management Module UI
• 🎯 Defined campaign goals and target audience
• 📂 Upload-ready contact files (.xlsx or .csv)
• 🧩 (Optional) GoHighLevel CRM account (for advanced integration)
• 🤖 (Optional) AI Agent or custom disposition workflows

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4️⃣ Procedure: PowerList Creation

1. 🧭 Start Walkthrough: First-time users receive a stepwise tour on launching the module.
2. ➕ Create New PowerList: Click “New PowerList” (optionally load default configuration).
3. 📝 Define Essentials: Enter PowerList name, select dialer profile, and basic criteria.
4. ⚙️ Configure Dialer Options: Adjust maximum calls, priorities, timeouts, etc.
5. 🔖 Advanced Settings: Add tags, set max contacts, enable automations (AI/trigger-based).
6. 🗂️ Customize Fields/Dispositions: Map file fields and define call outcome actions.

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5️⃣ Procedure: Contact Upload & Mapping

1. 🧹 Prepare Data: Clean contact lists, de-duplicate entries, verify structure.
2. ⬆️ Upload Contacts: Drag and drop your file, or select file for import.
3. 🔗 Map Fields: Match spreadsheet columns to PowerList fields via the UI.
4. 👀 Monitor Status: Follow real-time upload progress and error notifications.

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6️⃣ Procedure: PowerList Modification

• ✏️ Enter Edit Mode for any list to modify settings, adjust tags, update upload maps, or reset contacts.
• 💾 Save changes to update the PowerList immediately.

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7️⃣ Procedure: PowerList Filtering & Viewing

• 🏷️ By Tags: Quickly filter lists by campaign, audience, or geography.
• 👥 By Members: View or search contacts within a list.
• 📊 Table Navigation: Utilize search, sorting, and paging for large lists.

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8️⃣ Procedure: PowerList Actions

• 🔛 Status Toggle: Enable or pause lists instantly.
• 🌀 Duplicate: Create a new PowerList by cloning existing settings.
• ⬇️ View/Download/Export: Retrieve contact records or export as needed.
• 🗑️ Reset/Delete: Archive or permanently delete lists.

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9️⃣ Procedure: Disposition Configuration

• 📈 Review call outcomes in the dashboard.
• 🤖 Assign automation or follow-up actions to individual disposition types.
• 🌐 Integrate dispositions with external (e.g., CRM) systems as needed.

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🔟 Procedure: GHL (GoHighLevel) Integration

• 📍 Assign destination GHL Location for new or synced contacts.
• 🏷️ Auto-tag synced leads for downstream automation in GHL.
• 🔄 Ensure mapping and workflows align with campaign objectives.

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1️⃣1️⃣ Critical Requirements & Constraints

• ☎️ Every list must map at least one phone field.
• 🆔 PowerList names must be unique; duplicates are not permitted.
• 🔢 Each list must have at least 50 contacts for optimal performance.
• 📄 File types supported: .csv and .xlsx
• 🕵️ Monitor bulk uploads for errors; retry or correct as needed.
• 🔒 Maintain data security, privacy, and adhere to system permissions.

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1️⃣2️⃣ Best Practices

• 🏷️ Name lists and tags descriptively and consistently.
• 🎚️ Tune dialer and call settings by campaign requirements and compliance needs.
• 🔍 Regularly audit, clean, and back up your PowerLists.
• ⚡ Update disposition workflows before campaign launch.
• 🤝 Share documented list strategies with your team.
• 🤖 Utilize GHL integration for deeper automation and monitor metrics continually.

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➕ Creating PowerLists

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🚀 New PowerList Creation

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🔄 PowerList Workflow

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📈 List Lifecycle

📝 Creating New PowerLists:
- Click "New PowerList" button
- Choose import method (file/manual)
- Upload contact data
- Configure list settings

Import Options:
✅ CSV file upload
✅ Excel file import
✅ API integration
✅ Manual contact entry

👥 Managing List Contacts:
- View uploaded contact count
- Track dialing progress
- Monitor daily activity
- Remove inactive contacts

Key Metrics:
✅ Total uploaded contacts
✅ Successfully dialed numbers
✅ Daily dialing volume
✅ Removed/inactive contacts

🎯 Campaign Assignment:
- Assign lists to voice campaigns
- Set calling schedules
- Configure dialing strategies
- Track campaign performance

Features:
✅ Multi-campaign support
✅ Automated dialing
✅ Performance tracking
✅ Real-time analytics

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⚡ PowerList Actions & Controls

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🎛️ List Management Actions

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✏️ Editing a PowerList

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🛠️ PowerList Edit Interface Breakdown

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✏️ How to Edit a PowerList

1. Click on the More Actions (⋮) beside your PowerList.
2. Choose Edit.
3. Update any field/setting in the Edit interface.
4. Click Save to apply your changes.

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🎯 Campaign Integration & Usage

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🚀 Campaign Assignment

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📈 Real-time Campaign Tracking

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🎯 Campaign Metrics

• List Assignment: Which campaigns are using each list
• Dialing Progress: Real-time calling activity tracking
• Daily Performance: Day-by-day dialing statistics
• Contact Status: Track contact lifecycle within campaigns

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📊 Performance Analysis

• Conversion Rates: Success rates by PowerList
• Contact Quality: Effective vs removed contacts
• Campaign ROI: Return on investment per list
• Optimization Insights: Data-driven improvement recommendations

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🔄 Data Management & Quality

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📁 Import/Export Operations