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Creating an Advanced Search

Updated: Feb 23, 2021

Managing 500-1200+ members can be daunting. It is important to remember the goal is to shrink your opportunity cost by calling and building rapport with each one of your members because they all deserve to hear from you.

The SmartCalls dialer allows you to create "Advanced Saved Searches" of members you prefer to call based on Custom Field criteria. Now, you can be intentional with who you call.

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