Activate and configure priorities

Go to Campaign settings → Playlist → Active: Yes. Set up the priority order (highest first): follow-ups today, overdue follow-ups, new leads exceeding age threshold, aged-status leads, new leads, missed-call leads. Drag rows to reorder. Set Sort by date (oldest first / newest first) within each category. Set Next button returns to control whether the same lead can appear again.

Configure exclusions

Set which leads Playlist skips: Exclude leads with these statuses (completed, rejected, closed), Exclude leads older than X days, Exclude new leads younger than X hours (wait before manual outreach), Exclude idle leads (status unchanged for N days/working hours). For team setups: exclude unassigned leads, restrict users to only their assigned leads, or prevent specific users' leads from appearing in others' playlists.

Contact intervals (optional)

Enable Intelligent time-intervals to spread calls evenly throughout the day. Select which statuses = missed calls (e.g. "No answer", "Voicemail"). Configure: start/stop time (e.g. 08:00–18:00), interval length (e.g. 2h), max calls per lead per interval (e.g. 1), max calls per day (e.g. 1), min time between calls (e.g. 7h). View missed-call stats per interval in the statistics table. Note: intervals don't apply to leads with manually submitted preferred times.

Use the play button

Click the ▶ play icon in the campaign header to load the top-priority lead. Work the lead (call, update status, add follow-up), then click play again for the next one. Playlist re-evaluates rules in real-time each time you press play. Customize how leads are displayed using Lead title (%lead_name%) and Lead subtitle ({{type}}, {{post}}) in the Playlist settings.