Communication
Auto-Dialer
Work through organized call lists and record outcomes
Auto-Dialer turns selected or imported contacts into a calling queue with current call context and history
What this workspace includes
- Call lists
- Queue and current call
- Contact context
- Outcome and dialer history
Complete workflow
- 1
Create or select a list
Choose the calling objective
- 2
Add contacts
Use supported sources or import
- 3
Work the queue
Review context before each call
- 4
Record outcomes
Save notes and next actions
How records and settings behave
- The queue follows the selected list
- Outcomes remain connected to calls and records
- Available calling follows phone settings
Working effectively
- Use focused lists
- Review time zone before calling
- Create follow-up tasks from outcomes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Auto-Dialer?
Choose the calling objective
When is my work saved?
The queue follows the selected list
How do I confirm the result?
Return to the related list or detail view and review its current status. Available calling follows phone settings