Editing a Dial List

When you have created a Dial List you must make some changes to enable an agent to use the list. The following changes are the most important:

• Make the list active
• Set the mode that the Dialer uses when making calls
• Add any information that will help an agent making the calls

To edit a newly created or existing Dial List, perform the following steps:

1. Locate and open the Dial List in read mode if not already open. Click Edit. The Dial List appears in edit mode.

2. You can change the following fields:

   Field	Description
   Name	The name of the Dial List.
   Mode	The dialing mode used for making calls—preview or automatic. By default, the mode is set to preview. For more information about dialing modes, see Dialing modes.
   Active	Whether or not the Dial List is active. An agent can only use a Dial List when it is active.
   Description	Additional notes for the agent making the calls that are displayed along with the customer details. Notes can include the reason for calling, images, and links to product information.

   Click Save. The Dial List appears in read mode.