The call list (or call queue) is a list of tasks. Call tasks can be created manually or automatically by the sales coach checklist.
When you click a phone number to make a call, or click to complete a call task, you are presented with the call log popup. On completion you are prompted to set a follow-up call. If you do, this will create a call task.
Similarly, if you use the standard deal intelligent checklist, this includes the checklist step:
Add to call queue?
This step only appears if there is a phone number. It is auto-completed if there is also a contact first name and the JumpStart score is not P3 or NA. The user can still manually complete the step if required. When the step is completed, the next task is created., namely to add a call task.
Thus if JumpStart is not used, then all prospects with a phone number and a contact first name are automatically added to the call queue. As soon as the first dial attempt is made, the call log popup will prompt for the line type and verification to be entered and thus the Line Connect Index (LCI) will be recalculated. JumpStart customers have effectively paid for us to make that initial call (and further attempts on the direct line) in order to only have higher LCI phone numbers in their call queue. By using JumpStart they improve their connect rate dramatically.