Call list basics

What this is for

Call lists queue contacts for phone outreach with context, prep briefs, notes, and disposition tracking. With Twilio Voice Forward, inbound calls and voicemails land here too — so callbacks stay on one timeline until you finish.

When to use it

Use for weekly sphere blocks, lead follow-up, Routine-fed calling campaigns, and working inbound voicemails from your Twilio number.

Steps

1. Open Call List from the main menu or from a contact action.
2. Work the queue — review prep notes before each call.
3. For voicemail items, expand Call timeline and Voicemail AI to review the message, play recordings, and send a suggested text only after you review it.
4. Log outcome, notes, and schedule follow-up activities.
5. Routines can add contacts to call lists automatically on key dates.

Voice Forward (optional)

Under Setup → Integrations → Twilio, open Voice forward on a number to set who rings during open hours, your fallback number, temporary overrides, holiday messages, and whether missed calls go to voicemail or a missed-call text.