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When a supervisor creates a Dial List, they can include notes for the agents making the calls. For information on Dial Lists and Dial Entries, see Dial Lists and Dial Entries.
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a description of the Dial List. When you use Connect to make a call from that Dial List, you can view the information about the Dial List in the feed for the Salesforce record (Contact or Lead, for example).
To view the Dial List description, perform the following steps:
- Initiate a call. For information about initiating calls, see Making calls using Connect.
In the
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feed of the Salesforce record, click
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Dial List Info.
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The description appears. You must click Log a Call to add notes or set the call action.
Section Column width 50% Viewing dial list description in Salesforce Classic
Column width
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50% Viewing dial list description in Salesforce Lightning Experience