Below is a walkthrough of the Lists feature in the RingDNA Communications Hub:
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Reps with the feature turned on will see a new tab called Lists in the left-hand nav bar |
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There are two sub-tabs, one for Lead lists and the other for Contact lists. |
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Reps can search for a list by name to quickly find the list they need. |
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The last list they clicked into from the dialer will appear in the 'Recently Viewed' section |
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Once reps click into a list, they will see all the leads/contacts on that list and can click into the lead/contact details page to start taking actions such as calling, email or messaging. |
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