Call lists and handing them to a team

How lists arrive in the Caller console, what the counts mean, and how to give a list to a team.

GuideChecked 2026-10-10

The Lists tab shows every list that has been sent to the console. Lists only ever arrive from Adapt Leads, so every record on a caller's screen traces back to one you chose.

The Lists tab showing six sample lists and two waiting for a team
The Lists tab. 1 Give it to a team, on a list nobody holds. 2 Give all waiting lists to one team.

What is on the page

Part What it shows
Waiting banner "2 lists are waiting for a team. Nobody is ringing them until you give them to one." Give all 2 to a team (2) gives every waiting list to one team in one go.
List The name you gave it when you sent it.
Team The team that holds it, or Give it to a team (1) when nobody does.
Records How many businesses are in it.
Progress A bar, and how many are still to dial.
Never answered Records rung the full five times with nobody picking up. See Why a business comes back in the queue.
From Where it came from and the date it was sent.
Move Gives the list to a different team.

Click a row to open one list and see its records, who holds each, and where each one stands.

Give a list to a team

  1. Open Caller Console, then Lists.
  2. On a list with no team, press Give it to a team. To move a list that already has one, press Move.
  3. Pick the team. Nothing is sent to anyone by this step; the team's manager sees the list and hands it to a caller.

You decide which team, not which person. Who on the team rings it is the manager's decision, because they can see who is available and you cannot.

A record someone is holding stays with them

Moving a list reassigns records nobody holds. A record already held by a caller stays with that caller, so work is never pulled out from under someone mid-call.

What does not happen