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RingDNA Communications Hub
Salesforce Lists

Salesforce Lists

On the Lists tab in the RingDNA Communications Hub, users have access to the same Lead and Contact lists they can open in Salesforce. For more on list access in Salesforce, see Salesforce Help: List Views.

Lists let salespeople open Lead or Contact lists inside the Communication Hub so they can place calls and take other actions without switching back and forth to Salesforce.

Walkthrough

Below is a walkthrough of the Lists feature in the RingDNA Communications Hub.

Users see a Lists tab in the left navigation.

RingDNA Communications Hub with the Lists tab highlighted in the left sidebar.

There are two sub-tabs: one for Lead lists and one for Contact lists.

Lists view showing Lead and Contact sub-tabs.

Reps can search for a list by name to find it quickly.

Lists search field used to find a list by name.

The last list a user opened appears under Recently Viewed.

Recently Viewed lists section in the Lists tab.

After opening a list, users see every Lead or Contact in that list. They can open a record to take actions such as calling, email, or messaging.

List of records with options to open Lead or Contact details.

For the D&B Hoovers tab, see Send D&B Contacts to Revenue.io.

Lists tab including the D&B Hoovers sub-tab.
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