Using Connect you can create a Dial List using a filter. The filter retrieves records from your Salesforce org. You can specify the order of the retrieved records. The order determines the order of the calls that the agents make. You can add up to 20 filter criteria.Make sure that
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While you can add up to 20 filters, best practice is to keep the number of filters to a minimum. Include as much of the filter logic in the underlying object as possible. For example, you might want to create a Dial List for high value leads and a Dial List for low value leads. Perform the calculations for potential value within formula fields in the lead object. Use the value in the formula field to filter results when creating the Dial List. |
Make sure agents assigned to a Dial List have the appropriate permissions to access Salesforce records (contacts, accounts, leads, and so on) that the filter will retrieve.
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