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Create a Virtual Phone Bank List

  1. 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.
  2. My List

  3. Once in My List with your selected list, in the menu above the list, select Narrow People.
  4. Narrow People

  5. On the page Narrow My List and select Phones only and then click Search.
  6. Phones

  7. Once in My List, at the right edge of the menu, click on the “>” icon and additional options should appear.
  8. Options

  9. In that box, select Householding Wizard and then click Next.
  10. This will bring you to a page called Householding Wizard. Select Narrow List to one Person per Phone Number and then click Next.
  11. Narrow List

  12. 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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