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This guide explains PowerLists in simple language: purpose, main list, actions, setup form, and upload flow. PowerLists list overview A PowerList is a flexible calling list that you can set up to manage outbound calls for your team. Each PowerList lets you:
  • Choose a distinct name for easy identification,
  • Define dialing rules and preferences to suit your workflow,
  • Assign specific team members and add relevant tags,
  • Connect to CRM locations or use tagging for segmentation, if needed,
  • Decide what happens after a call (disposition and outcome),
  • Import contacts quickly by uploading data files.

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🖥️ Main Screen Overview

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🏷️ Title & Navigation

At the top, you’ll see the PowerLists title and a breadcrumb trail, for example: PowerList -> List

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🏁 Top Actions

  • New PowerList: Begin creating a new calling list.
  • SOPs: Access built-in standard operating procedures.

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🗂️ Filters (above the list)

  • Tags: Filter PowerLists by their assigned tags.
  • PowerList Member: Show lists by assigned team member(s) (when available).
  • Filter: Apply your chosen filters.

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⚙️ Table Controls

  • Select how many rows to show per page.
  • Use the search box to quickly find lists by keyword.

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🗃️ Understanding the Main Table

ColumnDescription
#IDNumbered row as shown in your current view.
ActiveMenu icon (...) for available actions on this list.
IDThe internal system identifier (used for support and exports).
PowerListThe list’s display name (might include tag indicators or “chips”).
# UploadedTotal number of contacts uploaded to the list.
# DialedAggregate number of contacts dialed in total.
# Daily DialedNumber dialed today only.
# RemovedContacts deleted/removed from the list.
Created AtDate and time the list was created (shows in your local timezone).

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⚡ Menu actions (under Active)

Action availability depends on role and list type. If visible, they usually mean:
  • Status: turn list on/off for dialing.
  • Duplicate: clones setup into a new list name; contacts are not copied.
  • Edit: opens full configuration form.
  • View: opens contacts view for that list.
  • Delete: permanently removes list and related contacts after confirmation.
  • Download Statistics: exports metrics and outcome summaries.
  • Export Contacts: spreadsheet-friendly contacts export.
  • CSV Contacts: CSV export format.
  • PDF Contacts: report-style PDF export.
  • Reset: resets dialing state of contacts to fresh/new without removing contacts.
PowerLists row actions menu

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📝 Create or edit a PowerList

Use New PowerList or Edit from row menu. Use Back to leave without saving, and Save to apply changes. New PowerList setup form Many labels include help icons with short guidance on hover/focus.

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👤 People and naming

  • PowerList Member: choose one or more members when field is shown.
  • PowerList Name: unique, clear name for your company.
  • Max Contacts: list capacity limit; system may enforce minimum.

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📞 Calling behavior

  • Must Disposition Calls: enforce outcome selection before moving on.
  • Seconds before Timeout: ring wait before unanswered handling.
  • Dial at a Time: concurrent outbound calls for list.
  • Max Attempts Daily: daily try limit per contact.
  • Max Attempts Total: total try limit per contact.
  • Next PowerList: optional next list handoff target.

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🏷️ Organization and follow-up

  • Tags: labels for grouping/filtering lists later.
  • AI Agent For Callback: optional callback assistant assignment.
  • Dialed Reset Daily: resets daily counters at day boundary.
  • Cool Down Time: wait period before retrying same contact.

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🔗 CRM connection (GHL)

  • GHL Location: destination location for posting actions.
  • GHL Tag On Disconnected: optional tag applied for disconnected outcomes.

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📝 Contact fields (Collect User Information)

Choose which data points are stored for contacts in this list (name/email/address/custom fields etc., based on your account).

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🏁 Dispositions

For each outcome label, choose one action:
  • No Action
  • Remove From List
  • Post To GHL
  • Post To GHL & Never Call
Choose actions based on your team workflow and compliance logic. Edit PowerList form

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⬆️ Uploading contacts

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🔁 Duplicate handling mode

  • Ignore: skip duplicate rows.
  • Overwrite: replace existing matching data.
  • Merge: combine incoming and existing data.

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📂 File selection

  • Upload supported spreadsheet/CSV file types shown in UI.
  • Then open Mapping Tool.

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🗺️ Mapping rules

  • Map file columns to internal fields.
  • At least one mapped Phone Number field is required.
  • Unused columns can be mapped to Ignore.

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💾 Save and progress

Click Save to store list settings and start import (if mapping is complete). Progress area may show:
  • job/reference id,
  • current status,
  • result summary.
Use Check Status to refresh progress, Refresh Table to update list counts, and Close when done.