# How To: Create and Manage Telesales Lists

_By Brandon Munn · Dec 20, 2024_

Tasks can be utilised by a sales team to organise their **Telesales**.

#### **Creating a Telesales List**

In order to make **Tasks** useful for **Telesales,** make sure there is a **Queue** set up specifically for it so all calls can be viewed in one place.

To enter regularly scheduled **Telesales** calls into the system, click **New Task** → select the **Queue** you have set up for **Telesales.** 

Enter the next call's **Due Date** and then set to repeat however often you would call them - this is very important as the system will then automatically generate future calls on this basis. Make sure you then associate the call with an **Outlet** and assign a caller.

![](https://vault.featureos.app/uploads/attachment/upload/7f2e5fcd1ff17c12cdf0c729d95bbf75.png)

#### **Managing Telesales Calls**

Once these calls have been set up, each user will be able to filter the **Tasks** screen to the **Queue** you have set up and view their own calls, each other's and any that have been unassigned.

The **To-Do** section will show the calls they need to do today, **Overdue** will show which ones are in their backlog and they can also see those that are **Upcoming.**

![](https://vault.featureos.app/uploads/attachment/upload/8535dc436ed49c1f9384d56f169631bd.png)

#### **Making a Telesales Call**

When making a call, click on the **Outlet** listed under **Record.** This will open the **CRM** tab against the **Outlet** to show the caller important information such as a full **Activity Log** of all recent **Communication,** **Tasks and Transactions.**  The other tabs will also provide **Contact Details, Credit Terms** and other useful information before the call.

Once on the call, on the **CRM** tab, the caller can click **Create New Order** in the bottom right or click on the three-dot menu next to the **Recent Orders** to **Duplicate Order** to speed up the process.

Once the call is complete, the caller should **Log** the **Communication** on the **CRM** tab and add any relevant notes in the **Description.** They should then return to the **Tasks** page, mark the **Task** as **Complete** and move on to the next call.

![](https://vault.featureos.app/uploads/attachment/upload/281f7e8f91d216cb6bfab8072c6ae5a0.png)

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-create-and-manage-telesales-lists)