Creating a custom call list in RiTA

A custom call list allows you to take control of your contacts and apply filters to target who you want to call and when. You can create lists based on a wide range of criteria, such as contacts likely to sell soon, buyers in a specific suburb, or property owners in a particular radius.

Tip: Enrol in the Call List training module for a guided learning experience.

There are 4 key steps in creating a Custom List:

1. Creating a new list
2. Applying contact filters
3. Customising list details
4. Scheduling and saving

Creating a new list

1. Click on Call Lists 
2. Click on Custom List 

Image 1: Creating a custom call list.

Applying contact filters

The available filters are grouped into seven contact categories. Select the filters you need based on the purpose of your call list. In the example below, we will walkthrough the filters needed to create a list of property owners in a specific suburb.

1. Click on Add A Filter
2. Select Owns Property (Suburb)
3. Enter a suburb name and select the correct suburb
4. Click Add

Image 2: Applying a filter
 

The more filters you apply, the more targeted your call list will be. Learn more about filters here

After adding the required filters, click 'Refresh' to view the number of contacts that will be included in your call list. If the number is too small, you might want to remove some filters. To remove a filter, click on the X icon.  If the number is too large, edit the filters to exclude more criteria or add more filters. To edit a filter, click on the Edit icon.

Image 3: Customising filters 

Customising list details

Once you are happy with your filter selection, enter a name for your call list and assign it to yourself or a team member. You can further customise your list with other fields such as:

• Contact Per List: Set the number of contacts you wish to contact in a single session.
• List Expiry: Determine the length of time a contact is restricted to this call list and does not appear in other lists. 
• Note Template: Select a template to automatically populate your notes for each contact.

Click on the information icon at the top right corner to view the definitions of all the list fields.

Image 4: Accessing the glossary of the fields used in list customisation.

Scheduling and saving  

Select the days you want to work on this call list. This call list will then appear on your dashboard as a Favourite List and a Scheduled List.

This feature allows you to create your ideal week. For example, if you want to talk to buyers on Mondays and property owners on Tuesdays and Wednesdays, select these days for the relevant list to be shown to you. 

Image 5: Scheduling your call list.

After you have customised your list:

• Click Save to save your list and move on to another list or task, or
• Click Save & Begin to start working through your call list

You can still edit your list after saving it. To do this, click on the Manage icon.

Image 6: Editing a saved list.