When you are logged in to Salesforce and ContactPad, and you are assigned to one or more Dial Lists, you are ready to make calls using Connect.
To initiate a call, perform the following steps:
Log in to ContactPad. For information about ContactPad, see Getting started with ContactPad.
The Start button appears in the ContactWorld Connect component.
To put yourself into an active dialing mode, click Start.
The name of the next person to call appears, along with Dial, Next and Stop buttons. A corresponding record should also pop in the main Salesforce window. If the record does not pop, click the person's name to open the record.
If you are working on a list in Automatic mode, the call is initiated immediately.
If you are working on a list in Preview mode, click Dial to initiate the call. (Alternatively click Next to skip the current entry without making a call. This Dial Entry is marked as skipped.)
The Log a Call area in the open record refreshes.
Sometimes, due to Salesforce timeouts, the Log a Call area does not refresh. In this case, click Refresh to refresh it manually.You can now take notes and set a call action.
For information about adding notes and setting a call action during a call, see Logging a call during the call and Setting disposition code (call action).
To finish the call, click Release in ContactPad. When you are in a Ready state, click Next to see the next Dial Entry that you are assigned to. The previous entry is marked as complete. If the next entry is on a list in Automatic mode then the call is initiate immediately. To go step 3.
When you have completed or skipped all the entries, or if you have no active dial lists, a message appears in the ContactWorld Connect component that informs you that there are no entries to dial.
If Salesforce data has changed in the background, for example if new records are added or you are assigned to a new list, Connect may have created new Dial Entries for you. Click Stop followed by Start in Connect, or refresh your browser window to see any new entries.
If you click Stop you will be taken out of active dialing mode and must click Start again to make calls using Connect.