You can make various changes to a Dial List—you can activate the list, change the list's mode and filter settings, and so on.
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- Make the list active. Select the Active check box. An agent can only use a Dial List when it is active.
- Set the mode that Connect uses when making calls—preview or automatic. By default, the mode is set to preview. Click the desired mode in the Mode list. For more information about dialing modes, see Dialing modes.
- Add any information that will help an agent making the calls, such as the purpose of the Dial List, images, and links to product documentation. Type additional information in the Description field. This information appears along with the customer record.
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You cannot edit filters and custom fields at the same time. For more information, see How do I edit custom fields on a Dial List? 226582829. |
How do I edit the phone numbers that Connect dials and the order in which Connect dials them?
To change the phone numbers that Connect dials and the order in which Connect dials them, modify the information in the Select phone number fields section.
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How do I set the priority of a Dial List?
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Priority is a custom field. You cannot edit filters and custom fields at the same time. For information about making the Priority field available for editing on a Dial List record, see How do I edit custom fields on a Dial List? 226582829. Alternatively add the field to a view and edit the value from there. |
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You cannot edit filters and custom fields at the same time. For more information, see How do I edit custom fields on a Dial List? 226582829. |
How do I edit custom fields on a Dial List?
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You cannot edit filters and custom fields at the same time. For information about editing filters, see How do I edit filters used to select customers? 226582829. |
How do I assign agents to Dial Lists?
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