Outreach & Call Lists

Build a call list from any segment, tags, groups, saved searches, or hand-picked contacts, assign contacts to callers (round-robin supported), set a due date, and tie the list to a campaign or event. Each caller filters to their own assignments and works the list.

The full giving and interaction history, donations with amounts and campaigns, past activities, and prior call notes, in the same side panel where they log the outcome, with one click through to the complete profile.

Eight granular statuses: Initial, Contacted, No Response/Pending Response, Unreachable, Pledged, Confirmed, Follow Up, and Declined, with attempt counts, timestamps, and free-text notes on every update. Pledged and Confirmed are first-class outcomes, because this is fundraising software, not a generic dialer.

Yes. A color-coded status summary bar rolls every caller's activity up to the list level in real time: total contacts, pledged, confirmed, unreachable, at a glance.

Yes. Assign contacts to any team member. Each sees only their assignments, and reassignment takes one click from the contact panel, ideal for board thank-you calls and volunteer caller programs.