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 three tabs.

Newly assigned lists the contacts assigned to you (or shared with you) in the last 7 days that have no follow-up date and that you have not called yet, newest assignment first, 25 at a time (Show more loads the next 25). Suppressed contacts, anyone on Do Not Call (including everyone on your Suppression List), and contacts marked Not Interested, Do Not Call, Invalid or Converted are left out. Whenever you have any, the Call Queue opens on this tab, and the number on the tab is how many are waiting. Each row has the same quick actions as Follow-ups due: log a call, snooze, skip, mark not interested, or open the contact. Once you log a call or set a follow-up date, the contact leaves this tab (with a follow-up it moves to Follow-ups due). View in Contacts opens every contact assigned to you in the last 7 days, including the ones you have already called.

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: a Direct Number (the person's own number, mobiles included) or an Office Number (the company's main line, used when the contact has no office number of their own). When a contact has both, both are shown and pressing Call asks which one to dial. Members with no number at all, suppressed contacts, and Do Not Call contacts (including anyone on your Suppression List) 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 numbers, 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) each 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 third tab: your assigned and shared contacts due or overdue for a follow-up, grouped by urgency (overdue, due today, upcoming), never anyone on Do Not Call, with quick actions to log a call, snooze, skip, or mark not interested.

A contact whose email bounced is still in the queue: it shows an amber "Email bounced: confirm their email on this call" hint here, in Work a List and in the softphone while you are on the call, so you can ask for their current email. Save the new email on the contact and the hint goes away.

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.