Dynamic Dialer: Getting Started

The Dynamic Dialer works like the Power Dialer — one call at a time, sequential dialing — but supports multiple agents sharing a single campaign and lets you add contacts to a live, running campaign. This makes it ideal for teams working evolving lead lists.

Plan required: SalesPro ($249/user/mo) only.

Step 1: Create a Campaign

1. Go to Sales Dialer > Campaigns.
2. Click New Campaign and select Dynamic Dialer.
3. Name the campaign.
4. Assign multiple agents to the campaign. Each agent dials independently from the shared contact list.

Step 2: Add Your Initial Contact List

Upload contacts via CSV or CRM import, just like other dialer types. You can also start with a smaller list and add contacts later — that is the Dynamic Dialer's primary advantage.

Recommended limit: Keep campaigns under 20,000 contacts for optimal performance.

Step 3: Configure Settings

Dynamic Dialer supports the same settings as Power Dialer:

• Caller ID / Local Presence — Select outbound number or match prospect area codes.
• Voicemail Drop — One-click drop during calls.
• Disposition Codes — Categorize call outcomes.
• Reattempt Rules — Auto-retry based on disposition.
• Sales Scripts — On-screen talking points with dynamic fields.
• Auto-SMS — Post-call text messages.
• Calling Windows — Timezone-based compliance.

Step 4: Start and Manage the Campaign

1. Click Start Campaign. Assigned agents can begin dialing immediately.
2. The system distributes contacts across agents so no two agents call the same person.
3. To add contacts mid-campaign: go to the campaign, click Add Contacts, and upload a new CSV or import from your CRM.
4. New contacts enter the queue automatically.

Key Limitations

When to Use Dynamic Dialer

• Your team shares a single campaign across multiple reps.
• Your lead list grows throughout the day (e.g., inbound leads fed into an outbound campaign).
• You want Power Dialer features (CRM preview, sequential calls) with multi-agent support.

Related Articles

• Choose the Right Sales Dialer
• Creating a Dialer Campaign
• Managing Dialer Campaigns
• Uploading Contacts to a Campaign
• Power Dialer: Getting Started