How do I rename and preview the Call list after it is uploaded?

When your list is uploaded, you will see several possible options. Some of the first actions you  might need to perform include renaming the list and previewing the list to make sure your “Name” and “Phone” columns are labeled correctly.

To rename the list, click the icon with the two circular arrows.

You will see a field appear with the current name of your list so you can edit it. Once you’ve changed the name, click OK.

Typical naming convention would be:

YYYYMMDD_iTH_SSDDClientLastName

The date listed should be the actual date of the iTownhall Event. SSDD is State and District (if applicable).

To preview the list, click the icon with the magnifying glass.

You will see a spreadsheet appear with Name and Phone columns. You can change the columns if necessary by clicking Make phone column or Make name column.