If you're calling down a list of Leads, Orum will recognize all phone fields on the Lead record. If you're calling down a list of Contacts, Orum will recognize all phone fields on both the Contact record and Account record. These fields will be presented in a dropdown.

You may choose the phone field to call from this dropdown.



As a SFDC best practice, most organizations use the "Phone" as the default field for Direct Dial.

The best way to use this feature is for multiple touch points. For example, call down your target list using the "Phone" field. Once completed, change over to "Mobile Phone" or maybe "Work Phone", and run through the list again.
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