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I am using the Soft Phone VOIP Autodialer.
We imported Contacts and plan to make use of the Salesperson field. After my team assigned Contacts there are still many left without an assigned Salesperson. I want to schedule calls with all of them but I don't want to schedule one call at a time (I have over 700 Contacts to call).
Create a Server Action and a contextual Action Menu entry so you can select multiple Contacts and bulk create the Calls.
Don't forget to click CREATE CONTEXTUAL ACTION.
You can now select the Contacts without an assigned Salesperson and bulk create the Call Activity:
Then open your Soft Phone and dial away:
Note that since these Contacts don't have a Salesperson, the user_id field that the Server Action won't be found - and the current user_id will be used instead.
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
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