How to: Manage Call Lists

Learn how to manage call lists, customize views, initiate customer calls, and log interactions effectively in Toucan Sales Analytics.

July 3, 2026 By Josh

Introduction

Learn how to manage targeted call lists, initiate customer calls, and log successful interactions within Call Lists portal. The benefits behind Call Lists is being able to create a segment of your customers to contact and maintain a set cadence to ensure no customer is missed. For example if you have a seasonal promotion in one territory and must inform each customer to promote new lines, creating a Call List is recommended to track every call and list the outcome. Any customers not called from the list will be highlighted for progress monitoring.

Accessing and Filtering Call Lists

Step #1: Navigate to the Call Lists management table on your Toucan Sales Analytics dashboard. — Navigate to the **Call Lists** management table on your Toucan Sales Analytics dashboard.

Depending on the quantity of Call Lists you may need to filter them. Use the column headings and the Filter icon to organise your lists for action.

Step #2: Click the Status filter dropdown to organise campaigns by their current status. — Click the **Status** filter dropdown to organise campaigns by their current status.

When filtering call lists, you will typically encounter these status modes:

Status Mode	Definition
Created	A new list that is ready for outreach but has not been started.
In Progress	The sales team is currently working through this list.
Complete	All outreach activities for this list have concluded.
Expired	The designated timeframe for the campaign has lapsed.

Step #3: Locate a specific campaign and click View to open its details and view the list. — Locate a specific campaign and click **View** to open its details and view the list.

Managing Data Columns

Customizing your view helps you focus on the most relevant customer metrics before initiating a call.

Step #4: Click Column Chooser to open the column configuration panel. — Click **Column Chooser** to open the column configuration panel.

Step #5: Use the drag-and-drop handles to reorder columns, and click the eye icons to toggle visibility. — Use the drag-and-drop handles to reorder columns, and click the eye icons to toggle visibility.

Initiating Calls and Creating Interactions

At first your list will be full of blue Call buttons indicating action. Clicking the blue Call button will bring up a new screen for logging interaction details.

Step #6: Click the Call button next to a specific customer record to initiate outreach. — Click the **Call** button next to a specific customer record to initiate outreach.

Step #7: Here you will find all pertinent information for your call with the ability to adjust interaction details and log the call outcome, follow up interaction, and any due dates. When finished, select the green Log a Successful Call and Create Interaction. — Here you will find all pertinent information for your call with the ability to adjust interaction details and log the call outcome, follow up interaction, and any due dates. When finished, select the green Log a Successful Call and Create Interaction.

If your call was made but did not connect, choose "Log That I Called But Need to Call Back"

Editing Call List Details

Ensure you have the correct administrative permissions before attempting to modify an active call list.

Step #8: Click Edit Call List in the header to update campaign details. — Click **Edit Call List** in the header to update campaign details.

Step #9: Adjust form fields such as Description, Start Date, or Result Options, then click Save. — Adjust form fields such as Description, Start Date, or Result Options, then click **Save**.

Step #10: Once your updates are finalised, click Return to Call Lists to return to the main dashboard. — Once your updates are finalised, click **Return to Call Lists** to return to the main dashboard.

Q: Can I change which data points appear on my call list table?

A: Yes, you can use the Column Chooser tool to toggle column visibility and rearrange their order using drag-and-drop.

Q: Does clicking "Call" automatically log the interaction in the system?

A: No. Clicking that button will present a new form to find the details of the customer and allow you to enter key updates from the call.

Q: How do I update the overall details of an active campaign?

A: Click the "Edit Call List" button while viewing the specific list to adjust its description, start date, and result options.

Term	Definition
Call List	A targeted group of customer records organized for sales or support outreach.
Interaction	A logged record of communication with a customer, such as a completed phone call.
Column Chooser	A table customization tool that allows users to show, hide, or rearrange data columns.