Organize Calls with a Call List (Generally Available)

Your sales reps can keep a running list of the calls they need to make in a single, convenient place. Call lists now support accounts, person accounts, and contacts. Enable call lists from the Dialer Settings page in Setup. This change applies to Lightning Experience only.

To create a call list, reps can select the people they want to call, and click Add to Call List.

adding people to call list from list view

The prioritized list appears in the call panel. In addition to leads, call lists also support accounts, person accounts, and contacts.

call list in call panel

Reps can click Call Next to dial the number at the top of the list and open the related record. Only one call list is available at a time.