--- title: Getting Started with Your Sierra Dialer (Agent Guide) description: Learn how to activate and connect the Sierra Dialer in your profile to make calls, send texts, and manage voicemails. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en) 3. [Activate Your Sierra Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#activate-your-sierra-dialer) June 18, 2026 # Getting Started with Your Sierra Dialer (Agent Guide) ## Enable the Sierra Dialer to call, text, voicemail drop, and auto-log activities directly from your user profile. ### **Summary** This guide helps agents connect their Sierra Dialer, understand inbound/outbound routing, use text and voicemail features, and troubleshoot common issues. It focuses on daily use and efficiency, without including account-level setup responsibilities. ### **Table of Contents** 1. [Connect Your Phone to the Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#connect) 2. [How Inbound & Outbound Dialer Routing Works](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#how) 3. [Using Voice & Text Features](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#using) 4. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#troubleshooting) 5. [Best Practices](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#best) 6. [FAQs](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#faqs) --- ### **Connect Your Phone to the Dialer** A **Manager-level User** must first enable the dialer system-wide. 1. **Open Your User Profile** 1. Click your initials/profile photo in the upper-right corner. 2. **Go to Voice & Text Tab** 1. Navigate to the Voice & Text section in your profile. 3. **Enter Your Phone Number** 1. Input your cell or office number. 2. Specify whether the number can receive text messages: 1. **Yes:** inbound texts go directly to your phone 2. **No:** inbound texts will be emailed ![](https://help.sierrainteractive.com/hs-fs/hubfs/2026-06-18_02-11-49-gif.gif?width=1280&height=720&name=2026-06-18_02-11-49-gif.gif) 1. **Verify Your Number** 1. Click **Call Me**, answer, and enter the numeric code. 2. Once verified, your Sierra Dialer Number will activate and display on-screen. 3. ⚠️ This number will appear on all outbound calls, texts, and voicemail drops. If agent-level access is not enabled by your manager, you will need their assistance to connect your number. [back to the top](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#top) --- ### **How Inbound & Outbound Dialer Routing Works** 1. **Outbound calls/texts/voicemails** always display your **assigned Dialer number**, not your personal phone. 2. **Inbound calls/texts**: 1. The system matches the caller ID to a registered lead. 2. If matched, communications route to the assigned agent. 3. If the lead is reassigned, future communications will route to the new agent. [back to the top](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#top) --- ### **Using Voice & Text Features** 1. **Drop Voicemails & Send Texts** directly from your Dialer number. 2. **Templates**: Create reusable voicemail and SMS templates for consistent communication. 3. **Voicemail Greetings**: Record personalized greetings for incoming calls. 4. **Auto-log Activities**: Calls, texts, and voicemail drops are automatically logged to the lead record. Use a number capable of receiving texts to ensure real-time communication. [back to the top](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#top) --- ### **Troubleshooting Common Issues** - **Didn’t receive verification call** Double-check your phone number, ensure Do Not Disturb is off, and try again. - **Calls/texts not routing correctly** Confirm the lead is assigned to you and your Dialer number is verified in your Voice & Text tab. [back to the top](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#top) --- ### **Best Practices** - Keep voicemail greetings updated for a polished experience. - Use templates to maintain consistency and efficiency. - Periodically check routing and activity logs to ensure all communications are captured. - Contact your manager if you cannot access Dialer features or verify your number. [back to the top](https://help.sierrainteractive.com/helpcenter/getting-started-with-your-sierra-dialer-agent-guide#top) --- ### **FAQs** - **Will my leads see my personal phone number?**No, all outbound communications display your Sierra Dialer number. - **Can I change my Dialer number?**No. Contact your manager or support if you need a different number. - **What happens if I miss a call?**If voicemail is set up, the system records the message and sends you a notification via email or in-app. - [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#main-content) - [Orientation & Approvals](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#orientation-approvals) - [Activate Your Sierra Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#activate-your-sierra-dialer) - [CRM Setup](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#crm-setup) - [Connect Your Data](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#connect-your-data) - [Launch Your Website](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#launch-your-website) - [Start Working with Leads](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#start-working-with-leads) - [Enhance Your Site](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#enhance-your-site) - [Video Resource Library](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#main-content) - [Webinar Recordings](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#webinar-recordings) - [Video FAQ](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#video-faq) - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#intellisearch) - [Lead Generation & Capture](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#main-content) - [Sierra Digital Marketing Services](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#sierra-digital-marketing-services) - [Lead Tracking](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-tracking) - [Saved Searches & IDX Settings](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#saved-searches-idx-settings) - [Email Marketing & Automation](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#email-marketing-automation) - [Lead Capture Tools](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-capture-tools) - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#intellisearch) - [Lead Engagement & Nurturing](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#main-content) - [AI-Assisted Lead Engage](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#ai-assisted-lead-engage) - [E-Alerts & Market Updates](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#e-alerts-market-updates) - [Sierra Success Hub](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#sierra-success-hub) - [Drip Campaigns](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#drip-campaigns) - [Action Plans & Automations](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#action-plans-automations) - [Buyer Lead Workflow](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#buyer-lead-workflow) - [Bulk Actions](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#bulk-actions) - [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#main-content) - [Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging) - [Reporting & Exports](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#reporting-exports) - [Platform Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#platform-tools) - [Lead Routing & Permissions](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-routing-permissions) - [Calling & Dialer Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#calling-dialer-tools) - [Team Management & Accountability](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#team-management-accountability) - [Website Management](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#main-content) - [Website Structure & Navigation](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-structure-navigation) - [AI Visibility & SEO](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#ai-visibility-seo) - [Website Pages & Content](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-pages-content) - [DNS, Branding, & User Experience](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#dns-branding-user-experience) - [Analytics](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#analytics) - [Support & Account Help](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#main-content) - [Contact Support](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#contact-support) - [Billing & Account Changes](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#billing-account-changes) - [Access & Permissions](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#access-permissions) - [Industry & MLS Compliance](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#main-content) - [NAR](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#nar) - [Compliance and Best Practices](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#compliance-and-best-practices) - [Integrations & API](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#main-content) - [Communication Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#communication-integrations) - [Marketing Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#marketing-integrations) - [CRM Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#crm-integrations) - [API & Developer Tools](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#api-developer-tools) - [Calendar & Appointments](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#calendar-appointments) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png "Sierra Interactive logo")](https://help.sierrainteractive.com/helpcenter?hsLang=en) 1205 E Washington St #110, Louisville, KY 40206 Copyright © 2025, Sierra Interactive