Sales Manager Setup Checklist
Sales Manager Setup Checklist
Managing a sales team on JustCall? This checklist covers the 8 things to configure so your reps can dial, your campaigns can run, and you can see exactly how your team performs.
Your account admin handles the basics (numbers, billing, CRM). This guide focuses on what you need as a sales leader.
Available on: Pro and above (Power Dialer requires Pro+; Dynamic and Predictive Dialers require SalesPro)
1. Confirm your plan includes the dialer you need
JustCall has three dialer modes. Which one you can use depends on your plan:
| Dialer | How it works | Plan required |
|---|---|---|
| Power Dialer | Dials contacts one at a time for a single rep. Best for personalized outreach on focused lists. | Pro, Pro Plus, Business, SalesPro |
| Dynamic Dialer | Sequential dialing shared across multiple reps. Contacts can be added to a live campaign. Best for teams with continuous incoming leads. | SalesPro only |
| Predictive Dialer | Dials multiple contacts simultaneously per rep. Connects only live-answered calls. Best for high-volume campaigns. | SalesPro only |
If your team needs Dynamic or Predictive, confirm your account is on SalesPro before building campaigns.
2. Set up your first campaign
Go to Sales Dialer > New Campaign. You will need:
- A campaign name and dialer type (Power, Dynamic, or Predictive).
- A contact list — upload a CSV or import directly from your CRM (HubSpot, Salesforce, Pipedrive, Zoho, and 12+ others supported).
- A JustCall number to dial from. Assign numbers that match your contacts' region for higher answer rates.
Tip: Keep Power Dialer campaigns under a few hundred contacts. For large-volume campaigns, use Dynamic or Predictive.
3. Configure voicemail drop and post-call SMS
Save your reps from leaving the same voicemail 50 times a day:
- Go to Sales Dialer > Settings.
- Upload voicemail recordings (from your local drive, Dropbox, or Google Drive).
- Enable auto-SMS after call to send a follow-up text when a call goes unanswered.
Your reps can drop a pre-recorded voicemail with one click during any campaign call.
4. Create dispositions and define success
Dispositions let reps tag every call outcome so you can track results.
- Go to Sales Dialer > Settings > Dispositions.
- Create disposition codes that match your sales process (e.g., "Interested," "Not Qualified," "Callback Requested," "Demo Booked").
- Use Group Disposition to organize codes into named groups and assign them to specific campaigns.
- Toggle Mandatory Disposition to require reps to select an outcome before moving to the next call.
- Under Define Success, set the criteria that count as a successful call for each campaign.
5. Build sales scripts
Give your reps a consistent talk track:
- Go to Sales Dialer > Settings > Script.
- Toggle on Call Scripts.
- Create scripts with structured talking points. Use dynamic attributes to personalize with contact fields (name, company, deal stage).
Scripts display on screen during active calls. Create different scripts for different campaign types — cold outreach, follow-up, demo booking.
6. Turn on call monitoring
Call monitoring lets you listen to live calls and coach reps in real time:
| Mode | What it does | When to use it |
|---|---|---|
| Listen | You hear the call. Neither party knows. | Spot-check rep performance |
| Whisper | You speak to the rep only. The contact cannot hear you. | Guide a rep through a tough call |
| Barge | You join the call as a third party. Everyone can hear you. | Step in to save a deal or resolve an issue |
Available on: Pro and above. Go to any active call in your dashboard and select the monitoring mode.
7. Enable AI call scoring and coaching
On Pro Plus and above, JustCall automatically scores every call (0–100) based on:
- Communication quality — dead air, filler words, talk-to-listen ratio
- Process adherence — proper greeting, speaking pace, monologue duration
- Customer sentiment — caller satisfaction level
- Call etiquette — politeness and tone
To use scoring:
- Go to JustCall AI in the main navigation.
- Review scores, transcripts, and AI-generated summaries after each call.
- Use Coaching Comments to leave contextual feedback on specific moments in the transcript. @-mention your rep so they get notified.
- Create Custom Scorecards (BANT, MEDDIC, SPICED, or your own framework) to score calls against your sales methodology.
Tip: Use AI Snippets to clip a 30-second moment from a great call and share it with the team as a coaching example.
8. Review your analytics dashboard
Go to Sales Dialer > Dashboard or JustCall AI for two views:
Sales Dialer Analytics shows campaign-level metrics:
- Outbound calls, connect rate, human pickup rate
- Voicemail drops, average call duration
- Team efficiency rate (productive time vs. total available time)
- Agent leaderboard (top 5 by performance)
- Overdue reattempts and scheduled callbacks
JustCall AI Analytics shows conversation quality:
- AI call scores by rep
- Sentiment trends across calls
- Custom topic tracking (keywords your team should or should not be saying)
- Tags for filtering calls by outcome or category
Export data from either dashboard to CSV, or use the Agent Analytics API to feed metrics into Power BI or Tableau.
After Setup
Once your campaigns are running:
- Monitor Number Health (SalesPro) to keep your caller IDs from being flagged as spam. Stay under 70–100 outbound calls per day per number.
- Enable Timezone-Based Calling (Pro+) to automatically restrict calls to local business hours — contacts outside the window are rescheduled, not skipped.
- Set up Reattempt Rules to automatically redial contacts who did not answer, with configurable intervals and attempt limits.
Related Articles
- How JustCall Works — understand numbers, users, credits, and integrations
- Choose the Right Sales Dialer — detailed comparison of Power, Dynamic, and Predictive
- Admin Setup Checklist — what your admin configured before you got here