To create a Dial List you can upload a CSV file containing customer details. To generate the CSV file you must export a Salesforce report, and then to create the dial list, you must upload the file. Your CSV data must contain a unique ID—Contact ID, Lead ID, and so on—a description field, and at least one telephone number for each customer. The CSV file must be in UTF-8 format and be less than 5MB.
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When you upload a CSV file to create a Dial List, the Dial List is static and Connect does not refresh the list. For information about dynamic Dial Lists, see Dynamic Dial Lists.
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