Build a call list from any pipeline view or saved filter, open the dialer, and it works the list in order — dialing the next contact as soon as you disposition the current one. Notes, recordings, and dispositions write back to the contact automatically.
Run a dialing session
Filter a contact list — for example, Medicare leads with a score above 70 and no attempt in three days.
Click Send to dialer.
Choose your caller ID and whether to leave a pre-recorded voicemail drop.
Start the session and disposition each call to advance.
Dispositions and follow-up
Each disposition can trigger an automation: no answer sends a text, callback schedules a task, and not interested applies a suppression tag.
Can calls be recorded?
Yes, where permitted. Enable recording per number and follow your state's consent rules — the platform can play an automated disclosure at call start.