To set up an advanced list rule, use the dashboard menu and navigate to "Data Management" and choose "Advanced list rule".

Now choose "+ Add new rule" in the upper right corner of the screen.

You will need to ensure that you have a list ID created to where you want the leads to be moved with the rules you are creating. Then assign the "From list ID" and the "To list ID" where you want the leads to end up after this rule is applied.

Make sure you choose what criteria will be used to move the leads: Call count? Status? Days since entry date? Make sure you also make a decision on changing the lead status with the "To status ID", which will update the lead once moved to the new list. An example of this would be From Status = "Busy" to To status ID = "New" in the list the lead has been moved to. Or, for example, create a customer status like "2nd Call Attempt" to indicate the lead has been called. You can also use this to move finalized leads like SALE, Transferred to Closer, etc so they are not recycled when the list is reset. Just make sure that if the "To list ID" is attached to another campaign, that the campaign has the new status as a dialable status.

Now if you are happy with your settings you can switch the list rule to "ACTIVE" and click "SAVE"

We're here to help - if you need assistance, please contact the Ytel support team via email at support@ytel.com or you can click the live chat button at the bottom right of your screen.

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