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.

To edit a Dial List, locate and open the Dial List in edit mode. You can modify the information in any of the editable fields. The following sections describe how to make changes for specific purposes.

When you have finished editing fields, click Save. The Dial List appears in read mode.

How do I activate a newly created Dial List to enable an agent to use it?

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

How do I assign agents to Dial Lists?

You must have at least one agent assigned to a list for the list to be usable. Depending on which type of Dial List you created, Connect may have assigned one or more agents at the time of creation. To enable a specific agent to use a Dial List, you must assign that agent to the list.

To assign agents to Dial List, perform the following steps:

  1. Locate and open the Dial List in read mode if not already open. Click Assign Users. Pick Agents appears.
  2. Select the agents you want to assign to the Dial List in the All Agents list and click >>> to add the agents to the Assigned list.
  3. Click Save. Connect will assign a call to one of the assigned agents when that agent requests their next call. Depending on the type of the Dial List, the agent may need to be the owner of the record to which the call relates.

You can also unassign agents from a Dial List. You might want to unassign an agent if the agent is on leave, changes role or leaves the company, for example, and is therefore unavailable to make calls associated with this Dial List. To unassign an agent, perform the same steps as in assigning agents, but in Pick Agents select the agents you want to unassign from the list in the Assigned list and click <<< to move the agent back to the All Agents list.

How do I edit filters used to select customers?

To change the filters used to select customers, modify the information in the Filter and Ordering section.

When editing an individual Dial List that was created using the Multiple Lists feature, Owner ID appears as a filter field in the Filter By Fields section. You must not edit or remove this field unless you explicitly want to remove the Owner ID filter for the list.

If you created the Dial List using the Multiple Lists feature in a version of ContactWorld prior to 17.114, Owner ID appears as a filter field in the Filter By Fields section with no value. To save the Dial List you must select the correct value for Owner ID, unless you explicitly want to remove the Owner ID filter for the list.

If you want to update the filters for all individual Dial Lists created using the Multiple Lists feature, depending on the number of Dial Lists, your best option might be to delete the lists and start again. For information about creating multiple individual Dial Lists, see Creating multiple individual Dial Lists for agents.

If you cannot see the Filter and Ordering section, you may be using an edit page that doesn't include the section. To use the edit page with the Filter and Ordering section, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Quick Find field, type Objects.
  3. In the filtered list of items, click either Objects or Object Manager, depending on whether you are using Salesforce Classic or Salesforce Lightning Experience respectively.
  4. Locate and open your Dial List object.
  5. Click Buttons, Links, and Actions either at the top of the object or on the left-hand side.
  6. Locate and click to edit the Edit button.
  7. Alongside Override With, click No Override (use default).
  8. Click Save.

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?.

How do I set the priority of a Dial List? 

Depending on your Dial List page layout and if the cross-list prioritization feature is enabled for your account, you can change the priority of a Dial List. For information about prioritizing Dial Lists, see Cross-list prioritization.

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?. Alternatively add the field to a view and edit the value from there.

How do I set the permissible call times for a Dial List? 

Depending on your Dial List page layout and if the permissible call times feature is enabled for your account, you can change the permissible call times for a Dial List. For information about permissible call times, see Permissible call times for Dial Lists.

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?.

How do I edit custom fields on a Dial List?

The default edit page for a Dial List enables you to modify filters and sort order for lists. This page does not use the standard Salesforce page layout and does not contain any custom fields you might have added to your Dial List object. If you need to edit a custom field, override the default edit page with the standard Salesforce.com page.

To use the standard Salesforce.com page with custom fields, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Quick Find field, type Objects.
  3. In the filtered list of items, click either Objects or Object Manager, depending on whether you are using Salesforce Classic or Salesforce Lightning Experience respectively.
  4. Locate and open your Dial List object.
  5. Click Buttons, Links, and Actions either at the top of the object or on the left-hand side.
  6. Locate and click to edit the Edit button.
  7. Alongside Override With, click Standard Salesforce.com Page.
  8. Click Save.

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?.