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One Click List Dialing

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Talkdesk allows you to create lists based on tags by uploading CSV files into your Talkdesk account. When contacts are imported from an external system they are also tagged with the integration name, which results in a list that you can filter from the "Contacts" section (i.e. "Salesforce").

When working on specific campaigns you may want to call all contacts within a list and keep track of your progress.

To improve the efficiency of this process you can use our One Click List Dialing feature to call contacts sequentially.

To call a list of contacts, please follow the steps:

  • Log into your Talkdesk account.
  • Access the "Contacts" section [1] from the navigation bar.
  • Select the list you want to call [2] by filtering the associated tag from the ‘Tags’ dropdown menu.
  • Click the “phone” icon [3] to initiate the call.

The Keypad will display the corresponding call controls and the contact information [4].

The contact being called will always be highlighted on the left [5].

Depending on your call flow, you can use the disposition codes for the specific campaign, or a list in order to get comprehensive reports.

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