Skip to content
  • There are no suggestions because the search field is empty.

Lead Quick-Call: Call Your Leads Faster from the Lead Detail Page

Speed up outbound calling with a smart, one-click dialer built into the Lead Detail Page.

Summary

Lead Quick-Call is a time saving feature in Sierra that makes outbound calling faster and easier. It remembers the last phone number and call method you used so you can place calls with a single click directly from the lead detail page.

Table of Contents

  1. Why This Feature Matters

  2. Where to Find Lead Quick-Call

  3. How Lead Quick-Call Works

    1. Remembers Your Last Used Number and Method

    2. One Click Calling

    3. Full Control When You Need It

    4. Smart Reset Behavior

  4. Best Practices for Using Lead Quick-Call

  5. FAQs

Why This Feature Matters

Speed matters when working leads. Every extra click adds friction and slows momentum, especially when you are making calls back to back.

Lead Quick-Call helps you:

  • Reduce repetitive clicking
  • Stay focused while prospecting
  • Move through call sessions faster
  • Create more conversations in less time

This feature is especially useful for agents and ISAs who consistently use the same phone number and call method when contacting leads.

Where to Find Lead Quick-Call

Lead Quick-Call is available in the web app only.

To access it:

  1. Log into Sierra’s CAA
  2. Open any Lead Detail Page (search bar at top of page or Leads Dashboard)

You will see the Quick-Call icon near the call options on the lead detail page.

back to the top

How Lead Quick-Call Works

1. Remembers Your Last Used Number and Method

When you place a call, Sierra remembers:

  • The phone number you used
  • The call method you selected

The next time you click the Quick-Call button, Sierra automatically uses those same settings.

The remembered number is based on the last call you made across any lead, not just the current lead. Think of it like a favorite order that follows you everywhere, not just one location.

2. One Click Calling

Once your preferred number and method are remembered, you can place future calls with a single click.

This eliminates the need to repeatedly open the dropdown and re select the same options.

back to the top

3. Full Control When You Need It

You are never locked into Quick-Call.

You can always:

  • Open the dropdown menu
  • Choose a different phone number
  • Select a different call method

Quick-Call simply saves time when you are repeating the same action.

4. Smart Reset Behavior

Quick-Call is designed to avoid incorrect calling scenarios.

For example:

  • If you call a buyer lead using a buyer agent number
  • Then move to a seller lead with no buyer agent assigned

In this case, Quick-Call will forget the last number and require you to choose again.

For most users who call from their personal Dialer number, this reset behavior will not be noticeable.

back to the top

Best Practices for Using Lead Quick-Call

  • Use Quick-Call during focused call sessions or Call Lists

  • Stick to one primary Dialer number for consistent speed

  • Use the dropdown menu anytime you need to switch context

  • Combine Quick-Call with Tasks or Call Lists for maximum efficiency

FAQs

  • Where is Lead Quick-Call available?
    Lead Quick-Call is available on the Lead Detail Page in the web app.

  • Does Quick-Call remember settings per lead?
    No. It remembers the last number and method you used across all leads.

  • Can I still choose a different number or method?
    Yes. You can always open the dropdown and select a different option.

  • Why did Quick-Call forget my last number?
    Quick-Call resets in situations where the previous number does not apply, such as switching from a buyer lead with an assigned agent to a seller lead without one.

  • Does this work on the mobile app?
    No. Lead Quick-Call is currently available in the web app only

back to the top