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Connect to the Sierra Dialer in Your User Profile to Make & Receive Calls, Record Voicemails, & More

Enable the Sierra Dialer to call, text, voicemail drop, and auto-log activities directly from your user profile.

 

Why This Feature Matters

 

 

The Sierra Dialer enhances communication and lead engagement by allowing you to:

 

  • Make and receive calls using a protected dialer number

  • Automatically log call activity

  • Drop voicemails and send texts

  • Route calls and texts based on lead-agent assignment

  • Customize voicemail greetings and voice message templates

 

 

 

Step-by-Step Instructions

 

 

 

1. Enable the Sierra Dialer at the Account Level

 

 

 

 

🛠 Optional: In Voice & Text Settings, enable “Allow Agent-level Users to Enable Sierra Dialer for Themselves” to give agents access.

 

 

 

2. Connect Your Phone to the Dialer

 

 

Step 1: Open Your User Profile

 

  • Login and click your initials/profile photo in the upper-right corner.

 

 

Step 2: Go to Voice and Text Tab

 

  • Click the Voice and Text tab in your profile menu.

 

 

Step 3: Enter Your Phone Number

 

  • Input your cell or office number

  • Specify whether the number can receive text messages:

     

    • If Yes, inbound texts will go directly to your phone

    • If No, inbound texts will be emailed to you

     

 

 

Step 4: Verify Your Number

 

  • Click Call Me

  • Answer the call and enter the numeric code provided

  • Once verified, your Sierra Dialer Number will activate and display on-screen

 

 

📞 This is the number that will show on all outbound calls, texts, and voicemail drops.

 

 

 

3. Visual Overview of Steps

 

 

A visual walkthrough is provided within the platform for quick reference.

 

 

 

4. How Inbound & Outbound Dialer Routing Works

 

 

  • Outbound calls/texts/voicemails: Display the assigned Buyer’s Agent or Listing Agent Dialer Number, never your personal phone

  • Inbound calls/texts:

     

    • Sierra matches the caller ID to a registered lead

    • If matched, the communication is routed to the assigned agent

    • If reassigned later, future calls from that lead will route to the new assigned agent

     

 

 

 

 

5. Unlock Additional Voice & Text Features

 

 

Once verified, access more tools in the Voice and Text tab:

 

 

 

 

 

Best Practices

 

 

  • Use a number capable of receiving texts for real-time communication

  • Keep voicemail greetings updated for a polished experience

  • Encourage managers to enable agent-level access to streamline setup

  • Routinely review and update your Voice Message library

 

 

 

Troubleshooting Common Issues

 

 

Issue: Didn’t receive verification call

Fix: Double-check the phone number entered, and try again. Make sure Do Not Disturb is disabled.

 

Issue: Calls not routing properly

Fix: Confirm the lead is assigned to you and that your number is still verified in the Voice & Text tab.

 

 

FAQs

 

 

Will my leads see my personal number?

No, all outbound communications show your Sierra Dialer number.

 

Can I change my dialer number?

The system assigns the dialer number for your profile. For changes, contact support.

 

What happens if I miss a call?

If voicemail is set up, the system can record the message, and you’ll be notified via email or in-app.