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- Open a Create New Dial List page. You can open a new Create New Dial List page in the following ways:
Insert excerpt _ExcerptCreateNewDialList _ExcerptCreateNewDialList nopanel true On the Create New Dial List page, provide the following values:
Field Description List Name Type a suitable name for the Dial List that will make the list identifiable later. The value is not unique. List type Select one of the types in the list, such as Contacts or Leads. The list type determines the type of customers you can select for your Dial List.
Phone Field Select a phone number field. This field's contents appear in the Primary Phone field in call records created in association with this Dial List. Connect uses this phone number if available. Alternate Phone (optional) Select a phone number field. This field's contents appear in the Secondary Phone field in call records created in association with this Dial List. Connect uses this phone number if the Primary Phone field is empty.
Multiple ListsCreate To create Dial Lists for multiple agents, select the Multiple Lists check box. (To create a single Dial List for multiple agents to use, clear the check boxList in which calls are assigned to agents who own the records to which the calls relate, click . For information about creating a single Dial Listalternative types of Dial Lists, see Creating a single Dial List.)Dial Lists from a filter. Note A call record is not created if the Primary Phone and Secondary Phone fields are both empty. Note The following fields are only available if the features are enabled for your account. For information about permissible call times, see Permissible call times for Dial Lists.
Insert excerpt _ExcerptDialListPermissibleCallTimes _ExcerptDialListPermissibleCallTimes nopanel true For information about cross-list prioritization, see Cross-list prioritization.
Insert excerpt _ExcerptDialListPriority _ExcerptDialListPriority nopanel true Click Next. The next page appears.
Select a user list view that contains the users (agents) for whom you are creating the Dial Lists.
You must already have a user list view—either standard or custom—containing the appropriate users.
Define the filtering and ordering settings for your Dial List.
Insert excerpt _ExcerptDialListFilters _ExcerptDialListFilters nopanel true Click Generate List.
Your new Dial List or Lists are created and displayed in the Dial Lists list view that appears.
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