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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. 

Note
Your account must also be enabled to create dynamic Dial Lists. For information about dynamic Dial Lists, see Dynamic Dial Lists.

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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:

    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 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.

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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 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.

      Select Users

      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.

      Info
      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.

    Generate List

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

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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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