The table below lists our support report types that are used to upload lists to the application. It also includes the fields that are required in those reports. View this article for other notes and common issues.
ID fields referenced in the table are standard ID Salesforce.com ID fields for the objects. A custom formula field referencing an ID will not work.
Required fields such as Company Name or Title are required only to use our AI enhanced enrichment. A report will load and dial without these fields, but without enhancement of those records.
| Report Name |
Required Fields |
Suggested Fields |
Additional Info |
| Leads |
- Dial Count
- Lead ID
- Company Name
- Phone fields
- Email
- Title
- Name of Person
|
- Last Dial
- First Dial
- Last Call Disposition
|
|
| Contacts |
- Dial Count
- Contact ID
- Company Name
- Phone fields
- Email
- Title
- Name of Person
|
- Last Dial
- First Dial
- Last Call Disposition
|
|
| Tasks and Events |
- Activity ID
- Subject
- Phone(s)
- Email
- Title
- Name of Person
- Contact or Lead column
|
- Last Dial
- First Dial
- Last Call Disposition
|
Call Count is not available in this report type. |
| Campaign with Leads |
- Person Dial Count
- Dial Count (Campaign Member)
- Dial Count (Lead)
- Company Name
- Phone(s)
- Email
- Title
- Name of Person
- Campaign ID
- Campaign Name
- Member ID
- Related Record ID OR Lead ID
|
- Last Dial
- First Dial
- Last Call Disposition
|
Lead ID and Related Record ID are interchangeable in use.
The various dial counts are used to sort the lists |
| Campaign with Contacts |
- Person Dial Count
- Dial Count (Campaign Member)
- Dial Count (Lead)
- Company Name
- Phone(s)
- Email
- Title
- Name of Person
- Campaign ID
- Campaign Name
- Member ID
- Related Record ID OR Contact ID
|
- Last Dial
- First Dial
- Last Call Disposition
|
Contact ID and Related Record ID are interchangeable in use.
The various dial counts are used to sort the lists |
| Campaign with Campaign Members |
- Person Dial Count
- Dial Count (Campaign Member)
- Company Name
- Phone(s)
- Email
- Title
- Name of Person
- Campaign ID
- Campaign Name
- Member ID
- Related Record ID
|
- Last Dial
- First Dial
- Last Call Disposition
|
The various dial counts are used to sort the lists. |
| Activities with Leads |
- Dial Count
- Activity ID
- Subject
- Company Name
- Phone(s)
- Email
- Title
- Name of Person
- Lead ID
|
- Last Dial
- First Dial
- Last Call Disposition
|
|
| Activities with Contacts |
- Dial Count
- Activity ID
- Subject
- Company Name
- Phone(s)
- Email
- Title
- Name of Person
- Contact ID
|
- Last Dial
- First Dial
- Last Call Disposition
|
|
