Connect setup overview

Notes:

1. Request ContactWorld Connect password from NewVoiceMedia.
2. Request that NewVoiceMedia enable the following features:
   • Click to dial
   • CCXML

3. Install the latest version of ContactWorld Connect. For information on installing ContactWorld Connect, see Installing ContactWorld Connect.

4. Configure ContactWorld Connect:
   1. Enable agents to use ContactWorld Connect. For information on enabling agents to use CW Connect, see Enabling an agent to use the dialer.
   2. Create a Create Dial List button and add the button to required views. For information on creating and adding a button, see Setting up a Create Dial List button.
5. Create Dial Lists. For information on creating Dial Lists, see Creating a Dial List. Edit the Dial Lists you create, ensuring that you include the following changes:
   
   1. Choose the dialing mode.
   2. Assign users.
   3. Activate the Dial List.
   For information on editing Dial Lists, see Editing a Dial List and Assigning agents to Dial Entries.
6. Use the Dialer to make calls:
   1. Update Salesforce user record with call notes. For information on adding call notes, see Adding call notes.
   2. Set call outcome.  For information on setting the call outcome, see Setting call action (disposition code).
   3. Complete the call. For information on completing the call, see Completing a call.