Manual Dialer
Place ad-hoc one-off calls using a client's numbers, attach to a contact, and log the disposition and notes.
Place ad-hoc one-off calls using a client's numbers, attach to a contact, and log the disposition and notes.
Overview
The Manual Dialer places one-off calls for the selected client using that deal's phone numbers, with each call logged against the deal. Use it for ad-hoc calls outside a campaign dial session, for example returning a call or dialing a single contact. Look up a contact to attach the call to their record, or type any number to dial directly.
How to use this page
- 1Select the client and wait for the phone
Pick the client in the top-right switcher. The dialer connects the browser phone in the background; the Phone readiness chip shows Ready once you can call. You also need an active Caller ID selected.
- 2Choose a caller ID
Pick which of the deal's active numbers to call from. This is the number the prospect sees. If no numbers are listed, the deal has no active phone numbers provisioned yet.
- 3Find a contact or enter a number
Type a name to search the client's contacts and pick one to attach the call to their record, or type a phone number directly into the dial field. Selecting a contact links the call so it logs to that contact; dialing a raw number logs as a manual-only call.
- 4Place the call
Press Call to dial. Use the on-screen keypad to send touch tones (for phone trees), and Mute to mute your mic. The call timer runs while connected. End the call when you are done.
- 5Log the outcome
After the call, choose a disposition and add notes, then save the log. When a contact is linked, this updates their record and timeline; manual numbers are logged without a contact.
- 6Review the contact's history
When a contact is selected, their recent calls and emails load as a timeline so you have context before and after the call.
What the buttons do
Common questions
How is this different from the campaign dialer?
The manual dialer is for single, ad-hoc calls. It does not run a sequence, auto-advance through a list, or auto-send cadence emails. Use a campaign dial session for high-volume calling.
Do manual calls show up in reports?
Yes. They log against the deal and appear in Call History grouped under Manual Dialer. When a contact is linked, the call also shows on that contact's record.
Why can't I press Call?
Call is disabled until the phone shows Ready, a caller ID is selected, and a number is entered. The readiness chips tell you what is missing.
Do I need to pick a contact?
No. You can dial any number directly. Linking a contact is what lets the call log to that person's record instead of as a manual-only call.
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