Contacts and lists

Upload contacts from a CSV

A CSV is the fastest way to get contacts into PowerDialer. Go to Contact list → Create new list, or use Import Contacts → Upload from the dialer. The only two required columns | Column | Required | Notes | | --- | --- | --- | | First Name | Yes | Matched from headers like First Name, FirstName, first_name, Full Name. | | Phone Number | Yes | Matched from Phone, Phone Number, phone_number. | Everything else is optional. A two-column file will dial perfectly well; the extra fields exist so your reps have context on screen and so your filters and reports have something to work with. Everything else you can map Person: Last Name, Title, Job Role, Email address, Company, Linkedin Profile, Website. More phone numbers: Phone Number 2 and Phone Number 3. Map these if your data has a mobile and an office line — see Multiple numbers below. Location: Address, City, State, Postal Code, Country, Timezone. Sales context: Lead source, Lead Score, Industry, Annual Revenue, Sales Rep, Research, CRM Link, Last contact date, Next follow-up date. Lending fields: Loan Amount, Interest Rate, Loan Type, Lender Name. Anything else: Custom data 1, Custom data 2, Custom data 3. PowerDialer pre-selects a mapping by looking at your header names. Always read the mapping screen before confirming — a mis-mapped phone column means an entire session dialing nothing. Multiple numbers for one contact If you map Phone Number 2 or 3, the dialer's Dial all numbers for each contact setting decides what happens: with it on, the system tries every number it has for a contact until one answers. With it off, only the primary number is dialed. The setting lives in Power dialing configs on the dialer. Timezones If your import includes a Timezone column it is used directly. Otherwise PowerDialer works the timezone out from the contact's zip code or address, and failing that from the area code of the phone number. Contacts it cannot place have no timezone, and the timezone and local-time filters hide them rather than guessing. This matters more than it sounds: calling a west-coast list on east-coast hours is the most common self-inflicted cause of a bad connect rate. Formatting the file - Save as .csv, UTF-8. - One header row. - Keep phone numbers as they are — the search filter matches the number as it was stored, so consistent formatting in equals predictable searching out. - Remove blank rows at the bottom. They import as empty contacts. There is a Load example data (.csv) option on the empty state if you want a file with the right shape to copy. After the upload The list appears under Contact list. From there you can rename it, tag it, group it, share it, or split it — see Organise your lists.

Organise your lists

Everything here is under Contact list, either on the list card or inside a list. Rename a list Use Rename on the list. The name is what reps see in the dialer's list selector, so name lists the way you would say them out loud: "Ohio dentists — March", not "export_final_v3". Tags Manage List Tags attaches one or more tags to a list, and you can create a new tag from the same dialog. Tags are how you find a list six weeks later. When you remove the last list using a tag, the tag is deleted with it — the dialog reports which orphaned tags it cleaned up. Groups A group name collects related lists together in the list view. Use it for a campaign or a client that spans several lists. Move and copy contacts between lists Select contacts inside a list, then choose Move to list… or Copy to list…: - Move removes the contacts from this list and adds them to the target. Their membership in any other list is untouched. - Copy leaves them here and also adds them to the target. A contact can belong to several lists at once. That is normal, and it is how you run a nurture list alongside a fresh-leads list without duplicating data. Save a filtered view as a new list Apply filters until the contacts on screen are the ones you want, then use Save as new list and give it a name. This is the cleanest way to split a big import into workable pieces — by timezone, by disposition history, by pickup rate — without touching the original file. Share a list with a teammate By default a list belongs to whoever created it. Use the access dialog to grant another user a contact range within the list — a start and end position — so two reps can work the same list without calling the same people. Access is either general (everyone in the organisation) or restricted (only the users you name). Add a script to a list Each list can carry its own script: your opener, objection handling and prompts. Reps see it beside the contact card while they dial. Edit it with the script editor from the dialer.

Filter who gets dialed

The contacts toolbar has a row of filters. Most of them change which contacts get dialed, not just which are listed. Every dial batch is fetched with the filters that are active at that moment, so changing a filter mid-session changes who is called next. Each control has an ⓘ next to it in the app with the same explanation. Filters that change the dial queue Disposition — contacts that have ever received any of the selected dispositions, from anyone on the team. Contacts marked Bad Number, No Answer, Negative, Not In Service or Do Not Call are always hidden unless you explicitly select that disposition here. That default is deliberate: it stops you re-dialing dead numbers and people who asked you to stop. If you are wondering why a list of 5,000 only offers 3,800 dialable contacts, this is usually why. Timezone — worked out from the contact's zip code or address when your import has one, otherwise from the area code. Contacts with no match are hidden rather than shown as unknown. Local time window — keeps contacts whose local time is inside the window right now. It is re-checked on every batch, so contacts drift in and out as the day passes. Contacts with no known timezone are left out. This is the setting that keeps you legal and keeps you from calling people at 6am. Pickup Rate — an estimate from the number type, not a measured answer rate. Mobile scores highest, then landline, then internet phone; invalid numbers score zero. Bands are High (above 80), Medium (61–80), Average (41–60), Low (0–40). Contacts whose number has not been checked yet are hidden as soon as you select any level. Search — matches name, phone number, email, company, title, address and lead source. Phone matching is against the number as stored, so type it the way it appears in the list. Order — sets the order contacts are dialed in. Newest first and oldest first go by when the contact was added. With no order set, contacts come in a fixed shuffled order that is the same for you every time. Sword filters (list-specific fields) — Program, Program Closed Unit, Program Re-enrollment Eligible, Event Note and Abandoned Cart. These match values from your import. Abandoned Cart keeps contacts whose stored date falls in the range, and is only reliable if the import stored dates as year-month-day. Filters that change the view only These do not affect dial batches: - Status — contacts whose calls ended with the selected outcomes. - Custom disposition — same as Disposition, but for your team's own labels. - Group by — groups the contacts loaded on this page (up to a hundred) by a field from your import. With nothing chosen, contacts are grouped by number type: mobile, landline, unknown, invalid and duplicates. Lead Owner and Lead Status appear for Salesforce lists. The habit worth forming Before a session, set the local-time window and the timezone filter, then look at the contact count. That number is your session. If it is small, widen the window rather than dialing outside it.