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Maximize Your Engagement with the Sierra Dialer

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 is essential for real estate professionals aiming to enhance communication and lead engagement. Traditional phone systems can lead to missed connections and inefficient tracking of client communications. With the Sierra Dialer, you can save time and effectively manage leads, ensuring every call counts.

Real-world Examples:

  • A real estate agent who regularly uses the dialer can respond to inquiries promptly, leading to increased client satisfaction.
  • Agents can scale outreach to leads due to the ease of logging calls directly in the system.

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

A Manager-level User must first enable the dialer system-wide.

Reference: Activate the Sierra Dialer to Your Account (Manager 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. 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.