Add to Call List

Use these instructions to add the Contact record to Call List folders used in the adapt.studio dashboard My Contacts widget.

1. Select Add to Call List from the Contact’s Activities drop-list.
2. The Add Contact to Call List workflow will open in a new window.

3. Select the preferred call list folder and Ok the workflow to complete.

   

4. A confirmation message will display to confirm the Contact / Supplier Contact is now listed under that Call List folder in the adapt.studio dashboard My Contacts widget.

5. To add the Contact to additional Call List folders repeat the workflow.

   “List of Call Lists shown are dependent on the selected Contact.” means that once the Contact is added to a folder that folder is no longer visible in the drop down list in the workflow window. This prevents duplicates in the folders as they have a limit of 250 records per folder.