You can create a new phone bank by clicking ‘New’ in the Phone Banking page. You can also create a copy of an existing phone bank and add a new list of participants.
In the New Phone Bank page, you will enter in the Phone Bank name, start and end date and time, and a description if necessary.
You will then select a call list from lists you have previously uploaded or you can click ‘Import New Call List’ to upload a new call list to Blocks for this phone bank.
Click ‘Create’ to create your phone bank.
See our support article, Importing Lists of Participants, to learn more about importing new lists for phone banks.