PowerLists

This guide explains PowerLists in simple language: purpose, main list, actions, setup form, and upload flow. A PowerList is a named calling list for outbound work. For each list, you can:

• set a unique list name,
• define dialing behavior,
• assign members and tags,
• connect optional CRM location/tag settings,
• define call-outcome actions (dispositions),
• and upload contacts from files.

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🖥️ Main screen (list view)

🏷️ Title and trail Top area usually shows PowerLists and a breadcrumb like: PowerList -> List 🏁 Actions at the top

• New PowerList: starts list creation.
• SOPs: opens built-in standard operating procedure reference.

🗂️ Filters (above table)

• Tags: filter lists by one or more assigned tags.
• PowerList Member: filter lists by assigned member(s), when field is available.
• Filter: applies selected filter values.

⚙️ Table controls

• Rows-per-page selector.
• Search box to narrow visible rows.

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🗃️ Columns in the main table

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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.

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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. 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.

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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.