Call Sheet + List Builder
Coming soon! Custom versions available today.
- Call the right people…
- Call them faster…
- Get better metrics.
The Redkite Call Sheet and List Builder work together to give you an easy-to-use, yet extremely powerful, way to build and work call sheets in Salesforce.
- Generate call sheets quickly and easily
- Log calls without leaving the call sheet
- View recent calls
- Edit contact details (inline editing)
- Send updates to chatter with one click
- Sort by any column
- Personalize: Re-order / Re-size / Hide / Show columns easily
- Filter on any column (similar to Excel's Auto Filter)
- Dynamic free-text search
- Bulk actions — e.g. log calls or set the status for blocks of contacts in one click
- Integrate with campaigns (optional) to either set up complex call sheets, or more easily create campaigns
- Integrate with the Salesforce Softphone for click-to-dial integration
- Work fast: Optimized for quick call logging, sorting, paging and filtering.
- Quickly launch external sites in context (Google Maps, LinkedIn, Facebook etc.)
- Export to Excel
- Work with Contacts or Leads
- Configure for your organization
Available soon on the Salesforce AppExchange. Get in touch to learn more about a custom version tailored specifically to your company’s needs (available now).
- Move beyond call sheets — Process Case backlogs, work lists of Opportunities, edit Accounts in bulk etc.
- Work with custom objects
- Support multiple objects within one grid
- Custom call logging screen
- Custom actions
- Custom telephony integration (e.g. blast voicemail)
- Dynamically integrate data outside of salesforce
- Custom integrations (e.g. twitter, yammer etc.)
- Insert into your existing Visualforce pages or custom workflows
- And much more…