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How do I create Dial Lists for agents containing only calls that represent records owned by those agents?

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1. Open a Create New Dial List page. You can open a new Create New Dial List page in the following ways:
   

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2. 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.
   Create	To create a single Dial List in which calls are assigned to agents who own the records to which the calls relate, click Multiple Lists. For information about creating alternative types of Dial Lists, see Creating 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.

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   For information about cross-list prioritization, see Cross-list prioritization.

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   Click Next. The next page appears.

3. 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.

4. Select phone number fields in the order that Connect will dial them.
   

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5. Define the filtering and ordering settings for your Dial List.
   

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6. 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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