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How do I create a single Dial List in which calls are assigned to the agents who own the records that the calls represent?

A single Dial List contains one or more calls that are assigned to one or more agents. By default, you can create a single Dial List in which Connect assigns calls on a first-come, first-served basis. For information about creating a Dial List in which calls are assigned on a first-come first-served basis, see Creating a single Dial List (first-come, first-served). If enabled for your account, you can alternatively create a single Dial List in which Connect assigns calls to agents who own the records to which the calls relate. 

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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 Single List with Multiple Users (filtered by record ownership). For information about creating alternative types of Dial Lists, see Creating Dial Lists from a filter.

   
   

   A call record is not created if the Primary Phone and Secondary Phone fields are both empty.

   Note
   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.In .

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4. Select the users that you want to assign calls in the dial list to.
   • In the Users View list, select the user list view that contains the users (agents) to whom the Dial List will be assigned.

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     You must already have a user list view—either standard or custom—containing the appropriate users.

   • In the Ownership Field list, select the field that Connect uses to determine record ownership and subsequently assign calls.
     

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     The Ownership Field contains all standard and custom user lookup fields on the object you selected in List type.

     
     

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

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

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7. Click Generate List.

   

   Your new Dial List is created and displayed in the Dial Lists list view that appears.

How do I see the agents who are assigned to the Dial List and how many calls are assigned to them?

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