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Process overview
Process overview
- Helen Griffith
Owned by Helen Griffith
To use Connect:
- You must log in to Salesforce.
- You must log in to ContactPad.
- You must be assigned to one or more Dial Lists.
The following diagram illustrates the process that you can follow when making calls.
In the flow diagram, the first decision after you click to being dialing, is determined by whether the Dial List mode is automatic or preview. For more information about dialing modes, see Dialing modes.
, multiple selections available,
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Making calls using Connect
Making calls using Connect
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Creating a Dial List
Creating a Dial List
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Making calls using Connect
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Viewing the Dial List description
Viewing the Dial List description
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Configuring Connect
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Completing a call
Completing a call
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