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When you create a Dial List from a report, the Dial List is static and Connect does not refresh the listDial List. For information about dynamic Dial Lists, see Dynamic Dial Lists.

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  1. Click the Dial Lists tab. The Recent Dial Lists view  list view appears.

  2. Select an appropriate list view and click Go! if the selected list view does not automatically appear. The list view appears.

  3. Click Create From Report.

    Info
    If Create From Report is not visible, you may need to add the button to the Dial List List View. For information about adding a button to a list view, see Adding a custom button to a Dial List list view.

    Create From Report
    Create Dial List From A Report     appears.

  4. Provide the following information:

    FieldDescription
    Dial List NameThe name of the Dial List. Type the name for the Dial List you are creating.
    Source ReportA list of tabular reports on which you can base your new Dial List. Click the name of the report you want to use.
    Object ID ColumnA list of columns in the report you specify in Source Report. Click the name of the column that contains the ID of the object in the report. The Object ID is used to generate a URL in the call record to the original Salesforce object.
    Dial Entry Description ColumnA list of columns in the report you specify in Source Report. Click the name of the column that contains a suitable description for the object in the report. The description appears in the individual call records.
    Dial Entry Primary Phone ColumnA list of columns in the report you specify in Source Report. Click the name of the column that contains the primary telephone number for the object. This telephone number is the first number used to connect an agent to a customer when the agent uses Connect to make a call.
    Dial Entry Secondary Phone ColumnA list of columns in the report you specify in Source Report. Click the name of the column that contains the secondary telephone number for the object. This telephone number is used if the primary telephone number fails to connect an agent to a customer when the agent uses Connect to make a call.

    Click Create Dial List. 

    Create Dial List From A Report
    The Dial List is created. The Dial List appears on screen, and contains one or more call records. Each call record corresponds to a row in the report on which the list is based.

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