- From either My List or View My Folders (see Creating a list section to cover how to create a list), select the list you want to convert to a Virtual Phone Bank list.
- Once in My List with your selected list, in the menu above the list, select Narrow People.
- On the page Narrow My List and select Phones only and then click Search.
- Once in My List, at the right edge of the menu, click on the “>” icon and additional options should appear.
- In that box, select Householding Wizard and then click Next.
- This will bring you to a page called Householding Wizard. Select Narrow List to one Person per Phone Number and then click Next.
- Click Finish. Now your list contains only individual’s with phone numbers and one entry per phone number and it is ready to use in a Virtual Phone Bank.
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