Leads on your DNC list are always excluded from a reset — there’s
no setting that overrides this.
Before you start
- You need an admin role.
- Decide your selection criteria before you start — disposition, current state, attempt count, time since last attempt, or a specific lead list or campaign.
Build and run a reset profile
1
Go to Reset profiles
In the left navigation, select Lead lists, then Reset profiles, then New
profile.
2
Name it and set your criteria
Enter a Name, then set which leads qualify — by disposition, state, attempt count,
last-attempt age, or scope to a specific list or campaign. Add exclusion rules for
anything you want to carve out.
3
Save the profile
Select Save. Every edit after this creates a new version — past versions stay
available in the profile’s history.
4
Preview before running
Select Preview. Get2Dial shows how many leads match, how many are excluded because
they’re on your DNC list, and a summary of the state changes the run would make. Large
resets require you to acknowledge the count before continuing.
5
Run it
Select Run. The reset runs as a background job — it doesn’t block you, and you can
navigate away.
Verify
Go to Reset history to see the job’s status (running, completed, or partially completed)
and how many leads it actually changed. Matching leads return to Fresh and are eligible
for the pacer again.
Common problems
- The preview count looks too high. Narrow your criteria — add an attempt-count or last-attempt-age bound before running, not after.
- You need a variant of an existing profile. Clone it rather than starting over — cloning copies its current rules into a new profile you can adjust independently.
- A run shows “partially completed.” Some leads failed to reset; open the job in Reset history for the per-lead detail, or export it as CSV.