Accessing Salesforce Lists in RingDNA Dialer


Below is a walkthrough of the Lists feature in the RingDNA Dialer:

Reps with the feature turned on will see a new tab called Lists in the left-hand nav bar

User-added image

There are two sub-tabs, one for Lead lists and the other for Contact lists.

User-added image

Reps can search for a list by name to quickly find the list they need.

User-added image

The last list they clicked into from the dialer will appear in the 'Recently Viewed' section

User-added image

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.

User-added image

 

Was this article helpful?

/