5 Ways To Set Up A Powerlist In Kixie - 2024

How to Set Up a PowerList in Kixie - A Comprehensive Guide

Learn how to create and configure a PowerList in Kixie for automated dialing of leads and contacts. This guide provides step-by-step instructions for setting up your PowerList effectively.

This guide explains how to set up a PowerList in Kixie, a tool for automated dialing of leads or contacts.
The process involves creating a PowerList, configuring various settings, and adding team members.

Kixie offers a feature called PowerList, which allows users to automatically dial leads or contacts. In this guide, we will walk you through the process of setting up a PowerList in Kixie.
To begin, log in to your Kixie account and access your dashboard.
Navigate to the "Manage" section on the left side of your screen and select "PowerList."
Click on "New PowerList" in the top right corner to create a new PowerList.
Give your PowerList a name and configure various settings. You can activate or deactivate the PowerList, enable auto-start on login, and set up rules for call dispositions.
You can also specify how calls are assigned to agents, including assigning contacts to agents automatically or overriding contact ownership.
Control the number of simultaneous calls with the "Dial at a time" setting, which can be adjusted based on your agents' PowerDialer plan.
Set limits on the number of attempts per day for each contact.
Determine the minimum duration before a call retry is allowed.
Once you've configured your PowerList settings, proceed to set up PowerList hours and target hours. These hours dictate when your agents can make calls based on your account's time zone and the contact's time zone.
In the "Upload data" section, choose how you want to handle duplicates, and then select the file you want to upload. You can upload data in CSV or Excel file formats.
Use the PowerList mapping tool to match the headers from your upload to the relevant Kixie categories.
Additionally, you have the option to set SMS template rules and disposition rules to customize your PowerList further. These rules help you manage SMS messages and specific actions based on dispositions.
The guide concludes by explaining how to add team members to your PowerList and save your progress.
Once your PowerList is set up, it will be available to the agents assigned to it.

This comprehensive guide provides detailed steps for creating and configuring a PowerList in Kixie, making it easier to streamline your contact dialing process and improve efficiency.

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