All Collections
Vincere Core
Creating 'Call Lists'
Creating 'Call Lists'

Get on the phone and win those deals

Sam avatar
Written by Sam
Updated over a week ago

To create a call list, simply select a group of Candidates (individually or from a Talent Pool), select Task which will bring up a list of these Candidates in a sub task format.

You can fill in as little or as much detail as you like here. Things such as due date, description, you can notify team members and even link to other entities too (Candidates, Jobs, Contacts & Companies.

Remember to tag your task with a task category so you can easily find it again later

Hit Save and then you've got your Call List saved inside Vincere. You can revisit this task by going back to the task board and clicking into the row where you can add comments, mark as complete or delete the task

You can also easily get back to this task by filtering for your task category e.g. Call List or Ad Chase or 2 day follow up etc - it can be anything you like!

This call list will be linked to your planner seamlessly.

It's also linked to the Job you selected so it’s the perfect way for you to save some time, keep yourself updated and ready to call your potential candidates.

#TheVincereWay 🕺

Did this answer your question?