When you are logged in to Salesforce and ContactPad, and you are assigned to one or more Dial Lists, you are ready to make calls .
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using Connect.
To initiate
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a call, perform the following steps:
Log in to ContactPad. For information about ContactPad, see Getting started with ContactPad.
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Section Column width 60% The Start button appears in the ContactWorld Connect component.
Column width 40% To put yourself into an active dialing mode, click Start.
Section Column width 60% The name of the next person you are assigned to call appears, along with Dial, Next and Stop buttons. A corresponding record should also pop in the main Salesforce window. If the record does not pop, click the person's name to open the record.
If you are working on a list in Automatic mode, the call is made for you immediately.
Column width 40% If you are working on a list in Preview mode, click Dial to initiate the call. (Alternatively click Next to skip the current entry without making a call. This Dial Entry is marked as skipped.)
The Log a Call area in the open record refreshes.
Info Sometimes, due to Salesforce timeouts, the Log a Call area does not refresh. In this case, click Refresh to refresh it manually. You can now take notes and set a call action.
Section Column width 60% For information about adding notes and setting a call action during a call, see Logging a call during the call and Setting disposition code (call action).
Column width 40% - To finish the call, click Release in ContactPad. When you are in a Ready state, click Next to see the next Dial Entry that you are assigned to. The previous entry is marked as complete. If the next entry is on a list in Automatic mode then the call is made for you immediately. To go step 3.
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If you click Stop you will be taken out of active dialing mode and must click Start again to make calls using Connect.