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When a supervisor creates a Dial List, they can include notes for the agents making the calls. For information on Dial Lists and Dial Entries, see Dial Lists and Dial Entries.
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a description of the Dial List. When you use Connect to make a call corresponding to a Dial Entry in that Dial List, you can view the information about the Dial List from within the corresponding Salesforce record (Contact or Account, for example).
To view the Dial List description, perform the following steps:
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of the customer detail record, click
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The description appears. You must click Log a Call to add notes or set the call action.
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