How to Add New Recipients to a Call Sheet

How to Add New Recipients to Call Sheets

You can now assign new recipients to a call sheet without needing to exit the Call Sheet Builder.

So let’s go to Step 2 and click Select a New Recipient, so click here. Let’s say you want to add a new contact — someone that you have not previously added to your database yet.

You just click this link here, and you can add new contacts one after another.

After you’re done, they’ll appear right in the Select Recipients Pop-up so you just select them and they’ll be added to this call sheet. Done.