By default, Fastcall will dial from any Salesforce record: Lead, Contact, Task, Opportunity, etc. Fastcall can be used in Sales Console for added productivity. There are times when you want to dial from a list view. Fastcall allows you to select records from a list and dial one after the other. Fastcall keeps the user on a call while each outbound leg is dialed.
- Select your contacts
- Press Dial with Fastcall
HOW TO CUSTOMIZE DIAL BY LIST?
To enable Dial by list, add the Fastcall custom button to your object list view, for example your lead list view. Under the Salesforce setup menu, then the object (leads, contact, account, etc), look for Search Layouts, then List View. Edit to add the FastCall button.
Fastcall dial by list works with the Fastcall softphone and is available in the Sales+ Edition.
YOUR WIDGET OPTION:
Fastcall Dial by list is super efficient and convenient. You can set mini goals to dial 10 records in sprints. Filter “last activity date” and these records are removed from your view.
- End Call button pauses your list
- Call will end
- After setting call result, the list will continue
- You can stop the list at any time