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To enable you to create Dial Lists from selected objects in a list view, you must add a Create Dial List button to the list view or list views. Firstly you must create the button and then you must add it to the list view or list views. For information about creating a Create Dial List buttons and adding the button to a list view or list views, see Setting up a Create Dial List button.
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Using Connect, you can upload a Dial List from a CSV file or create a Dial List from a report. To use these features, you must add two buttons to the Dial List Lists View. For information about adding the buttons, see Adding a custom button to a Dial List list view.
7. Set up users, permissions and sharing rules
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