Call Queue (telemarketing mode)

The Call Queue lives in the sidebar under Main and is built for working calls one contact after another. It has two tabs.

Work a list is telemarketing mode. Pick one of your contact lists from the dropdown and the queue loads every member with a callable number: the contact's own phone or mobile (badged "direct"), or their company's office line (badged "office") when the person has no direct number. Members with no number at all, suppressed contacts, and Do Not Call contacts are left out, and the counts above the queue show how many were excluded. Hit Start dialing to begin at the top of the list. For each contact you see their name, title, company, stage and number, with these actions: Call (dials through the softphone), Log outcome (record the call result and notes, which updates the contact's pipeline stage exactly like logging a call anywhere else), Skip (move on without calling), Open profile (the full contact panel in a side drawer), and Stop session.

Auto-advance keeps you moving: when you save a call outcome for the current contact (in the softphone wrap-up after a call, or via Log outcome), the queue marks them as called and moves to the next contact after a 3-second countdown. Press Pause during the countdown if you need a moment, then Next contact when you are ready. The session header tracks how many you have called and skipped and how many remain.

No calling plan? You can still work a list. Without the softphone (no take-calls permission, or a plan without calling) the number becomes a tap-to-dial link for your desk phone or mobile, and you record each result with Log outcome; auto-advance works the same way.

Follow-ups due is the second tab: your assigned contacts due or overdue for a follow-up, grouped by urgency (overdue, due today, upcoming), with quick actions to log a call, snooze, skip, or mark not interested.

Note: the dialing session itself is not saved. The called/skipped progress lives only in the open browser tab, so finish a session before closing or refreshing the page. Every logged call, outcome and note IS saved to the contact as you go; only the position in the queue is temporary.