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How to move lists from one campaign to another

Vince Miranda avatar
Written by Vince Miranda
Updated over 5 years ago

To be able to move lists from one campaign to another, follow the steps from your main dashboard. All you have to do is create a new list, add it to the new campaign and use the name of the list to add the leads.

  1. Go to Data Management

  2. List Management

  3. Add list - click here to learn how to create a list

  4. Use the search box to find the list

  5. Select

  6. Add Contacts/Leads

  7. Lists - add the name of the initial list to identify and move the leads

  8. Preview

  9. Add and Confirm

IMPORTANT!

Deleting a list or the leads inside a list will also delete data related to the list. Here is some of the data that will NOT be accessible or affected after you delete/purge the list:

  • Recordings

  • Call Notes

  • Script Results

  • Report data related to list

  • Cost reports related to this list data.

Note that the above list is not exhaustive.
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We log who deleted the lists (even if it is requested from our support channel) and we do not accept any responsibility if you decide to delete your data. It is the client's responsibility to backup all relevant data before deleting the lists.
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Make sure you backup all the recordings and reports that are important for you before doing this action!

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