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used in Creating a single Dial List (first-come, first-served)Creating a single Dial List (record ownership)Creating multiple individual Dial Lists for agents

Using related object types in filtering and ordering Dial Lists

When you are configuring filter and sort options, by default you can only filter or order by fields in objects of the type of Dial List you are creating. The Filter By and Order By fields contain fields in the specified object.

If enabled for your account, you can filter and order using fields in related objects as well. For example, you can filter a Dial List based on contacts with related accounts in which the Industry field is 'Banking'. The Filter By and Order By fields contain fields in the specified object plus fields in related objects.

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