Contacts tagged by Month created in CallAction
Streamline your lead follow up and lead nurture. Filter your contact list / conversation view by tags of the date a contact was created in CallAction.
How to Filter Contacts by Month Created
Login to CallAction
Go to Conversation view
Click on Filters
Search by Tags
Enter Month and click on auto-suggest to select (note: system uses abbreviations)
You can also filter contacts by year which is also auto-tagged.
Best Practices with Month Auto-Tagging
Some recommended workflows using the month created tag.
Filter by Month to build call list for outbound monthly outbound calling using the dialer.
Build highly personalized drip campaigns referencing month created.
Quickly filter by month to see total number of leads per month.