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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.
Create To create a single Dial List in which calls are assigned to agents who own the records to which the calls relate, click . For information about creating alternative types of Dial Lists, see Creating Dial Lists from a filter. 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.
Insert excerpt _ExcerptDialListPoppedRecord _ExcerptDialListPoppedRecord nopanel true 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.
- Select phone number fields in the order that Connect will dial them.
Insert excerpt _ExcerptDialListDynamicPhoneFields _ExcerptDialListDynamicPhoneFields nopanel true 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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Before an agents can use their Dial List, you must activate the Dial List. For information about activating Dial Lists, see Editing a Dial List.
Insert excerpt _ExcerptCampaignMember _ExcerptCampaignMember nopanel true
Insert excerpt _ExcerptMultiObjectTypesFilterAndOrder _ExcerptMultiObjectTypesFilterAndOrder nopanel true
Insert excerpt _ExcerptDialListFiltersBigObject _ExcerptDialListFiltersBigObject nopanel true
Insert excerpt _ExcerptEncryptedFieldsInFilterAndOrder _ExcerptEncryptedFieldsInFilterAndOrder nopanel true
Insert excerpt _ExcerptPoppingRelatedObjects _ExcerptPoppingRelatedObjects nopanel true