📋 Summary

This training video explains how to create and manage dynamic list views in the Salesforce Contacts object to systematically work through outbound calling efforts using PhoneBurner®. After installing the PhoneBurner app, three custom fields—Number of Attempted Calls, Last Attempt Date, and Last Disposition—are automatically added and updated after each dial session.

The video demonstrates how to:

• Build and clone custom list views based on call attempt data,

• Use filter logic to create sequenced call workflows (e.g., Call 1, Call 2),

• Automatically remove contacts from lists once they've been contacted,

• Prevent redundant follow-ups by filtering based on disposition outcomes (e.g., exclude "Set Appointment"),

• Leverage field logic such as “Last Attempt Date not equal to today” to avoid over-contacting prospects.

The approach enables teams to work more efficiently by allowing reps to always call the right people at the right time, without needing to manually track outreach progress.

🏷️ Tags

PhoneBurner, Salesforce, dynamic lists, contact management, list views, call cadence, outbound calling, CRM automation, lead follow-up, call disposition filtering, attempted calls, sales workflow

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello there! Thank you for taking a moment to watch this video.

In this training, we’re continuing our Salesforce integration and setup series—specifically focusing on dialing from the Contacts object using the PhoneBurner® Power Dialer.

If you’ve followed along in previous videos, you’ve already learned how to:

• Launch dial sessions from the Contacts object,

• And how the system updates three key fields:

  • Number of Attempted Calls

  • Last Attempt Date

  • Last Disposition

Now we’ll show you how to leverage those fields to build powerful list views for managing your prospecting cadence.

Step 1: Create a List View for Call 1

• Clone your existing list view and name it “Call 1.”

• Add filters:

  • Number of Attempted Calls = Blank

  • OR = 0

Use filter logic to change 1 AND 2 AND 3 to (1 OR 2)—this ensures the list includes contacts with either condition, not both.

Once you start calling through this list, contacts will automatically drop off once they’ve been called.

Step 2: Clone for “Call 2”

• Clone “Call 1” list view and name it “Call 2.”

• Filter for:

  • Number of Attempted Calls = 1

  • Last Attempt Date ≠ Today

This ensures you’re only seeing contacts who were called once, but not today, allowing appropriate follow-up timing.

Step 3: Test Your Setup

• Perform a quick dial session using two test contacts.

  • Leave a voicemail for one,

  • Mark the other as Set Appointment.

After the session:

• Return to Call 1 list: Both contacts will no longer appear—they don’t meet the “0 or blank” filter anymore.

• Go to Call 2: Still empty if the Last Attempt Date is today.

If desired, adjust the date filter to “= Today” to see who was just called.

Step 4: Add Disposition-Based Filtering

Want to exclude contacts with certain call outcomes (e.g., already scheduled)?

• Add a filter:

  • Last Disposition ≠ Set Appointment

Use this to prevent unnecessary re-calls on the same day.

You can also automate this further:

• Create a flow that updates the Contact Status based on disposition (e.g., if “Set Appointment,” update status to “Appointment Set”).

• Then build list views based on status for a simpler workflow.

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This approach allows you to create dynamic, self-updating call lists in Salesforce, making it easy to:

• Stay organized,

• Reduce manual filtering,

• And ensure consistent follow-up cadences.

Thanks again for taking the time to watch this video. I hope it helps you and your team get more done using the power of PhoneBurner.

🎵 [Music Outro]