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How do I create

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Dial Lists for agents

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containing only

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calls that represent

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records owned by those agents?

When you create a single Dial List, you can assign the Dial List to multiple agents. These agents may not be the owners of the objects that the contained Dial Entries represent. From version 3.3.3 of Connect, you can create Dial Lists for individual agents and those Dial Lists contain Dial Entries that represent only objects that the agents own. In addition, you can create multiple Dial Lists for different agents Using a filter you can create multiple Dial Lists, one for each agent. These Dial Lists contain calls that represent only the records in the filter that the agent owns. You can create up to 2000 Dial Lists at once, saving time if you have a large team of agents needing Dial Lists with the same settings.

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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:

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   Multiple ListsTo create Dial Lists for multiple agents, select the Multiple Lists check box. (

   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 FieldSelect the phone number field whose contents appear in the Primary Phone field in Dial Entries created in association with this Dial List. Connect uses this phone number if available.Alternate Phone (optional)

   Select the phone number field whose contents appear in the Secondary Phone field in Dial Entries 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 for multiple agents to use, clear the check box

   List in which calls are assigned to agents who own the records to which the calls relate, click Multiple Lists. For information about creating

   a single Dial List

   alternative types of Dial Lists, see Creating

   a single Dial List.)

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   Note
   A Dial Entry is not created if the Primary Phone and Secondary Phone fields are both empty.

   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.

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

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   Click Next. The next page appears.

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4. Select a user list view that contains the users (agents) for whom you are creating the Dial Lists.

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

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5. In the Create New Filter section, you must define at least one filter that is used to select customers.

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   Column width 60% In the first field, select the customer detail used for the first filter—the available details are determined by the type of Dial List you are creating. In the second field, select the comparison operator used. In the third field, type the value to which the customer value is compared. If you want to include additional filters, click More Filters. Another row of fields appears. Repeat this step for all filters you want to define. Column width 40% Image Removed

6. Optional. In the Filter Logic section, you can override the filter logic used.

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   Column width 60% The default logic operator is AND—the filters you define in the Create New Filter section are joined. To override the default logic, refer to the filters by their numbers, for example, ((1 AND 3) OR (2 AND 5)) OR (4 AND 2). Note The NOT operator is not supported. Info Using the following example: Filter 1 Last Name equals Jones Filter 2 Last Activity less than 2014-06-19 Filter 3 Department equals Sales the default filter logic returns customers whose details match all of the criteria. A filter logic of '((1 OR 2) AND 3)' returns the following customers: Customers whose last name is Jones OR whose record was last modified before 19th June 2014 AND who are in the Sales department For information about using date fields, see Filtering by date. Column width 40% Image Removed

7. Optional. In the Order by fields section, define the order in which you want filter results to appear in the Dial List.

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   Column width 60% In the first field, select the customer detail used for the first sort option—the available details are determined by the type of Dial List you are creating. In the second field, select the sort order. In the third field, select whether empty values should appear first or last in the Dial List. If you want to define additional sort options, click More Fields. Another row of fields appears. Repeat this step for all sort orders you want to define. Column width 40% Image Removed

8. Click Generate List.

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

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

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10. Click Generate List.

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    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.