A Dial List is a list of calls relating to the underlying Salesforce records. These records are of the standard or custom object type on which the Dial List is based, such as contact, lead, or task. For more information about Dial Lists, see Dial Lists. Call records represent each call that an agent or agents must make or have made using Connect. A call contains the following information:
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Calls can be pending, active, completed or skipped.
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Pending calls
Pending calls are calls that an agent has not yet requested. Pending calls become active when Connect pops the call to the agent.
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Active calls are calls that agents have requested. Agents can choose to make the call or move on to the next call. Calls remain active while the call is in progress. When an agent has made a call and click clicked Next, Connect marks the call as completed. In preview mode, if an agent clicks Next without making the call, Connect marks the call as skipped.
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Completed and skipped calls are represented by the Processed Dial Entry (NVMConnect__ProcessedDialEntry__c) Salesforce object.
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Connect automatically skips some calls. If Connect encounters a record that meets the dial list filter criteria but has no phone number values, then Connect does not present a corresponding call to an agent. Connect creates a processed dial entry, marks the entry as skipped with no assigned agent, and tags the entry's description to indicate the reason the call was skipped. Connect presents the agent with the next available call for a record with phone number values. |