Subject: This article discusses the difference between the reset button and refresh button located above your call list.

Reset

This is a clean slate. It removes all tasks in the current list and pulls in all new information of the available tasks in their CRM. This is for Salesforce, Hubspot Lists, and CSV integration users!

The command tells Orum to begin dialing from the very beginning of the call list and adds any net new prospects that have been added to the report since you have started dialing. 

Refresh

This pulls in any new prospects that haven’t received calls during that dialing session but does not add in new tasks for existing prospects that have already received a call in the list, even if that session started hours or days ago.

For Outreach, Hubspot and Apollo sequences and Salesloft cadences, refresh keeps track of who you've already called during this dial through, and won't pull in tasks for those same people again, even if new ones exist. It will pull in tasks for new prospects and maintain the canceled calls at the bottom of the list.