There is not a direct way to dial from reports in Salesforce with Phoneburner. At this time, we recommend that this be done with the option of creating a list view using the same filters that are used for creating the report.
Another method of doing this is to take the lead or contact records associated with the report and create a campaign, then build a list view based off of the campaign.
Once the campaign has been created ,you can create a list view from that campaign.
Comments
0 comments
Article is closed for comments.