Want to start using your CRM for cold calling? Just follow these steps :

First, fill in the "Scripts" tab located in the Cold Call section of the menu to define your goals and key information :

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  1. Go to the cold call page via the tab in the main menu on the left. From there, you can create a prospecting list or generate contacts :

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  1. If you choose to create your list manually, click the button. You'll be asked to provide the main details of the list (Name, Description, Main Member) and whether it should be private or public :

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  1. If you prefer to generate the list, you can filter your search criteria (the job title is required) and the CRM will automatically generate matching contacts :

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  1. You can then view the performance of these lists by opening them. You can also add or remove contacts, or even import contacts directly using the "Actions" tab at the top right :

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  1. Once your prospecting list and corresponding script are ready, you can start call sessions using a dedicated tab in the Cold Call menu: