"I’ve just created a Call List/Campaign but it's not showing up."
- Do you have the "Export Reports" permission in Salesforce? If you don't have this permission, Call List/Campaign creation will fail.
- Does the Call List/Campaign have a large source report? Any source report that has over 2,000 records will require a few minutes to load the Call List/Campaign. When viewing the Call List/Campaign with large source report:
Wait a few minutes after creating your Call List then navigate to the Manage Call Lists Tab and check under the Call List section to see if your Call List has been created.
Wait a few minutes after creating your Campaign then navigate to the DS Campaigns Tab and check under the Your Campaigns section to see if your Campaign has been created.
- [Denali only] Did you collapse the Denali Control Panel while creating Campaign? Make sure you leave the Denali Control Panel open while creating the Campaign. Otherwise, the Campaign may not save during Campaign creation. If you can't see the Denali Control Panel at all, you'll need to be given access to it via the Dialsource Call Center.
"The Call List/Campaign exists but I can’t connect."
- Have you been given access to Call List/Campaign? Make sure you are given access per Call List/Campaign assigned to you. To get access to the Call List/Campaign: *If you do not have access to Manage Call Lists Tab or DS Campaigns Tab then contact your System Admin or DialSource Support*
Navigate to the Manage Call Lists Tab and click on the specific Call List. Check the checkbox next to each user to give them access to the Call List.
Navigate to the DS Campaigns Tab and click on the specific Campaign. Check the checkbox next to each user to give them access to the Campaign.