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.