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How to Use Personal Dialer Numbers in Sierra Interactive

Assign a unique phone number to each User to route calls and texts directly to them—no role assignment needed.

 

Why This Feature Matters

 

 

Personal Dialer Numbers offer flexibility and control over communication flows:

 

  • Route inbound calls/texts directly to a User—even without buyer/listing agent roles

  • Attract and retain agents by offering unique lead-gen numbers

  • Auto-create and assign leads from unknown callers using the “Your Call, Your Lead” feature

  • Enable seamless lead management with call routing, forwarding, and lead pond auto-assignment

 

 

 

Step-by-Step Instructions

 

 

 

Provisioning a Personal Dialer Number

 

 

  1. Navigate to Dialer Settings as a Manager or Primary Manager.

  2. Go to the Personal Numbers tab and click + Add New Number.

  3. Set the Number Type to Personal Number.

  4. Select a User and search for a number by area code, ZIP, city, map, or partial number.

  5. Choose a number, review the info, and click Save.

 

 

 

Managing Personal Numbers

 

 

  • In the Actions column, you can:

     

    • Edit the number (reassign to a different User or as a Role number)

    • Forward to another Dialer number

    • Delete the number

     

 

 

 

Reassigning Role Numbers

 

 

  • Under the Role Numbers tab, reassign a Role Number as a Personal Number (if not the last number for that role).

  • Note: You must keep at least one active number per role.

 

 

 

Billing

 

 

  • Free: One Role Number per role and one Personal Number per User

  • $2/month: Any additional numbers or forwarded numbers

 

 

 

Choosing Your Default Dialer Number

 

 

  1. In your User Profile > Dialer tab, choose your default number for call lists.

  2. When calling or texting a lead, select from your assigned numbers.

 

 

 

Action Plans & Automation

 

 

  • In Action Plan Settings > General Settings, toggle:

     

    • “Send All Text Message and Voicemail Action Plan Activities from the Related User’s Personal Dialer Number (When Available)”

    • Optionally tie to User’s default number setting

     

 

 

 

Lead Pond Auto-Assignment

 

 

  • In Lead Pond Manager > Settings, enable:

     

    • “If a Pond Lead Calls or Texts a Personal Dialer Number, Auto-Assign that Lead to the Associated Agent”

     

 

 

 

Your Call, Your Lead

 

 

  • In Lead Routing > Unknown Numbers, enable:

     

    • Auto-create and assign new leads when unknown numbers call a Personal Dialer Number

    • Customize lead source, tags, note, lender, and type

     

 

 

 

Best Practices

 

 

  • Always provision at least one Role Number per role before reassigning

  • Set Personal Dialer Numbers for general collaborators to streamline lead communications

  • Enable “Your Call, Your Lead” for lead capture from new contacts

  • Confirm Action Plan settings to ensure text/voicemail activities use the right number

 

 

 

Troubleshooting Common Issues

 

 

Issue: Inbound messages not showing in Inbox for Agent-level Users

Fix: Ensure the User is assigned as a buyer/listing agent on the lead; inbox display for general collaborators is limited (planned future enhancement).

 

Issue: Can’t delete or reassign a Role Number

Fix: Add a new Role Number first—each role must always have at least one active number.

 

 

FAQs

 

 

Q: Can a User have more than one Personal Dialer Number?

A: Only one active personal number is allowed, but you can forward other numbers to it.

 

Q: What happens if no Personal Number is available for an Action Plan activity?

A: The Role Number selected in the Action Plan will be used instead.

 

Q: Are Personal Dialer Numbers required for new leads to be created?

A: Only if “Your Call, Your Lead” is enabled—then unknown callers will trigger lead creation.