Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#232323
borderStylesolid
titleIn this page

Table of Contents
depth2

...

A single Dial List contains one or more calls that are assigned to one or more agents. You can create a Dial List in which Connect assigns calls on a first-come, first-served basis; assigned agents might not own the Salesforce records (contact, account, lead, and so on) to which the calls relate. Alternatively—if enabled for your account—you can create a single Dial List in which Connect assigns calls to agents who own the records to which the calls relate. For information about creating a Dial List in which calls are assigned to the agents that own the records that the calls represent, see Creating a single Dial List (record ownership).

Dial Lists created using a filter are either static or dynamic. For information about dynamic Dial Lists, see Dynamic Dial Lists.

...

  1. 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
    nopaneltrue

  2. On the Create New Dial List page, provide the following values:

    FieldDescription
    List NameType 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.

    CreateTo create a single Dial List in which calls are assigned to agents on a first-come, first-serve basis, 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
    nopaneltrue

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

    Insert excerpt
    _ExcerptDialListPriority
    _ExcerptDialListPriority
    nopaneltrue

    Click Next. The next page appears.

  3. Insert excerpt
    _ExcerptDialListPoppedRecord
    _ExcerptDialListPoppedRecord
    nopaneltrue
  4. Select phone number fields in the order that Connect will dial them.
    Insert excerpt
    _ExcerptDialListDynamicPhoneFields
    _ExcerptDialListDynamicPhoneFields
    nopaneltrue
  5. Define the filtering and ordering settings for your Dial List.

    Insert excerpt
    _ExcerptDialListFilters
    _ExcerptDialListFilters
    nopaneltrue

  6. Click Generate List.

    Generate List

    Your new Dial List appears.

...

Insert excerpt
_ExcerptMultiObjectTypesFilterAndOrder
_ExcerptMultiObjectTypesFilterAndOrder
nopaneltrue

Insert excerpt
_ExcerptDialListFiltersBigObject
_ExcerptDialListFiltersBigObject
nopaneltrue

Insert excerpt
_ExcerptEncryptedFieldsInFilterAndOrder
_ExcerptEncryptedFieldsInFilterAndOrder
nopaneltrue

Insert excerpt
_ExcerptPoppingRelatedObjects
_ExcerptPoppingRelatedObjects
nopaneltrue