Using Connect you can create a Dial List using a filter. The filter retrieves records from your Salesforce org. You can specify the order of the retrieved records. This order determines the order of the calls that the agents make.
Dial Lists created using a filter are either static or dynamic. For information about dynamic Dial Lists, see Dynamic Dial Lists.
Make sure that agents assigned to a Dial List have the appropriate permissions to access Salesforce objects (contacts, accounts, leads, and so on) that the filter will retrieve.
Before you or any assigned agents can use your Dial List, you must complete the following tasks:
- Assign Dial Lists to agents. By default, Connect assigns all call records in static lists to you.
- Activate the Dial List.
You can also edit filters (where applicable), change the priority of a Dial List, set permissible call times, and edit custom fields.
For information about these tasks, see Editing a Dial List.