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To create a Dial List you can upload a CSV file containing customer details. To generate the CSV file you must export a Salesforce report, and then to create the dial list, you must upload the file. Your CSV data must contain a unique ID—Contact ID, Lead ID, and so on—a description field, and at least one telephone number for each customer. The CSV file must be in UTF-8 format and be less than 5MB.

When you upload a CSV file to create a Dial List, the Dial List is static and Connect does not refresh the 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 appears.
2. Select an appropriate view and click Go! if the selected view does not automatically appear. The view appears.
3. Click Upload List. Upload Dial List Data in CSV File appears. If the button is not visible see Adding a custom button to a Dial List view for information on how to add it.

   

   Note
   If Upload List is not available, contact your administrator.

4. Click Choose File. An Open dialog box appears.
5. Browse to and select the CSV file and click Open. The file name is displayed on the Upload Dial List Data page.
6. Click Upload. Upload Dial List Data in CSV File appears.
7. Type a name for the new list. You must then map field names in the CSV file to fields in dial entries in the Dial List as appropriate. For example, if your CSV file contains a field name Phone, select that field in the Primary Phone field.
8. Click Save. Your new Dial List appears, containing dial entries based on the data in your CSV file.

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