Assigned Call Lists — what it is

Sometimes the unit of work isn’t a single lead — it’s an entire list. This tab hands a rep a whole campaign to own, end to end.

Each row shows the list’s name, its territory and size, and how far along it is — “186 leads · 42 worked · 6 appts” — so a rep picks up a campaign already in motion and knows exactly where it stands. Open → drops them into the Restaurant Call List filtered to that set, ready to work straight down.

This is how a territory or a themed push — downtown independents, westside bars & nightlife — gets owned by one person, with the progress numbers keeping everyone honest about what’s left. Assign the list once; the rep runs it to zero.

Feature guide — the screen shown is a faithful mock-up with made-up restaurants and reps (no client data). How the underlying data is gathered and kept current is Edgebrook’s proprietary process, intentionally not detailed here.