When you start a dialing session, you pick one saved list to call through. Every session is tied to a single list. This article shows where to choose that list and what each button on the way means.
Where to choose a list
Open Make Calls from the navigation. The page is titled Make Calls with the description "Join or start a calling session."
Under the heading Start a new calling session: you will see a dropdown labeled Select a List.
Click the dropdown and pick the list you want to call. The dropdown shows your lists by name.
Click the Make Calls button next to the dropdown to start the session on that list.
If you have not picked a list yet, the page selects your first available list by default.
Only static lists can be called
The Select a List dropdown only shows static lists. A static list is a fixed snapshot of people taken when the list was created. Dynamic (saved-search) lists do not appear in the dialer dropdown.
If the list you want to call is dynamic, create a static version of it first, then it will show up in the dropdown. See your saved lists page for the full set of lists and their options.
Choosing a list from the Saved Lists page
You can also start a session straight from a single list:
Go to Saved Lists.
Open the list you want by clicking its name. The page is titled Saved List: "[your list name]" with the description "Browse this list, export it, or start a dialer session."
Click the Make Calls button in the top right of that list's page.
The Make Calls page also links to the saved lists page for "A more detailed view of available lists."
What the button says depends on the situation
The action button next to a list changes its label based on the current state:
Make Calls appears when you are not in a session and no one else is using the list. Click it to start a fresh session from the top of the list.
Resume List appears when you have a saved position partway through the list. The tooltip shows "Resume from position [X] of [Y]." Click it to pick up where you left off instead of starting over.
Return to Your Call Session appears when you are already in a session on this exact list. Click it to go back into that session.
Switch dialer to this list appears when you are in a session on a different list and want to move the dialer to this one. This button is disabled in the middle of an outbound call, with the tooltip "Cannot switch list in the middle of an outbound call."
Join Call Session appears when another user on your account is already dialing this list. Click it to join their session and call alongside them.
This List Is In Use By Another User appears, and is disabled, when the list is in use by a teammate and you are already in a session on a different list. You cannot switch to it until one of those frees up.
Joining a session someone else already started
If a teammate is already calling a list, you do not start a new session. Instead:
On the Make Calls page, look under the heading Join an active calling session:.
Each active session shows as a card with the list name ("List: [name]"), when it started, and who started it.
Click a card and then Join this session to call alongside them on the same list.
If there are no active sessions, the page shows "No active call sessions."
Lists owned by a parent organization
If the list you select belongs to a parent organization, you cannot call it directly. The button reads Duplicate This List, with the tooltip "This list is owned by a parent organization, so before using it you must make a local copy for your organization." Click it to make a copy in your own organization, then call the copy.
Switching lists during a session
You can move an active dialer session to a different list without ending it. Pick the new list, then click Switch dialer to this list. You cannot switch while you are in the middle of an outbound call. Finish or end the current call first, then switch.