--- title: Manage and Optimize Personal Dialer Numbers for Lead Capture description: Learn how to provision and manage Sierra Interactive Personal Dialer Numbers to improve routing, lead capture, and communication. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#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. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Calling & Dialer Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#calling-dialer-tools) July 1, 2026 # Manage and Optimize Personal Dialer Numbers for Lead Capture ## Gain control over your communication strategy while boosting lead management with the Sierra Interactive Dialer ### Table of Contents 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#why) 2. [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#steps) 3. [Best Practices](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#best) 4. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#troubleshooting) 5. [FAQs](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#faqs) --- ### Why This Feature Matters Personal Dialer Numbers give real estate professionals flexibility and control over communication, helping improve responsiveness, streamline workflows, and capture leads automatically. Key benefits include: - **Direct call/text routing:** Inbound calls and texts go straight to the assigned User, increasing engagement. - **Agent retention & lead generation:** Unique numbers attract and retain agents while supporting lead capture. - **Automatic lead creation:** The *“Your Call, Your Lead”* feature converts unknown callers into leads without extra effort. - **Streamlined lead management:** Call routing, forwarding, and automatic assignment improve operational efficiency. --- ### Step-by-Step Instructions #### **1. 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**.![personal numbers 1](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%201.png?width=670&height=188&name=personal%20numbers%201.png) 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**.![personal numbers 2](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%202.png?width=468&height=379&name=personal%20numbers%202.png) #### **2. 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 #### **3. Reassigning Role Numbers** 1. Go to the **Role Numbers** tab. 2. Select the **Pencil Icon** & reassign a Role Number as a Personal Number (cannot remove the last active number for a role).![personal numbers 3](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%203.png?width=670&height=258&name=personal%20numbers%203.png)   You must keep at least one active number per role. #### **4. Billing** - **Free:** 1 Role Number per role + 1 Personal Number per User - **$2/month:** Additional numbers or forwarded numbers #### **5. Choosing Your Default Dialer Number** 1. Go to **User Profile \> Dialer** tab. 2. Select your default number for call lists. 3. When contacting leads, choose from your assigned numbers. #### **6. Action Plans & Automation** 1. Navigate to the **Leads tab \> Action Plans.** 2. Navigate to **Action Plan Settings \> General Settings**.![personal numbers 4](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%204.png?width=670&height=272&name=personal%20numbers%204.png) 3. Toggle: > “Send All Text Message and Voicemail Action Plan Activities from the Related User’s Personal Dialer Number (When Available)” 4. Optionally, link to the User’s default number. #### **7. Lead Pond Auto-Assignment** 1. Navigate to the **Leads tab \> Lead Ponds.** 2. Go to **Lead Pond Settings**.![personal numbers 5](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%205.png?width=670&height=254&name=personal%20numbers%205.png) 3. Enable: > “If a Pond Lead Calls or Texts a Personal Dialer Number, Auto-Assign that Lead to the Associated Agent” #### **8. Your Call, Your Lead** 1. Navigate to the **Leads tab \> Lead Routing** 2. Go to **Unknown Numbers tab.![personal numbers 6](https://help.sierrainteractive.com/hs-fs/hubfs/personal%20numbers%206.png?width=602&height=315&name=personal%20numbers%206.png)** 3. Enable automatic lead creation and assignment for unknown numbers calling a Personal Dialer Number. 4. Customize **lead source, tags, note, lender, and type**. [back to the top](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#top) --- ### 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 [back to the top](https://help.sierrainteractive.com/helpcenter/manage-and-optimize-personal-dialer-numbers-for-lead-capture#top) --- ### Troubleshooting Common Issues | Issue | Fix | | --- | --- | | Inbound messages not showing in Inbox for Agent-level Users | Ensure the User is assigned as a buyer/listing agent; inbox display for general collaborators is limited (future enhancement planned). | | Can’t delete or reassign a Role Number | Add a new Role Number first—each role must always have at least one active number. | --- ### FAQs - **Can a User have more than one Personal Dialer Number?** Only one active personal number is allowed, but you can forward other numbers to it. - **What happens if no Personal Number is available for an Action Plan activity?** The Role Number selected in the Action Plan will be used instead. - **Are Personal Dialer Numbers required for new leads to be created?** Only if “Your Call, Your Lead” is enabled—then unknown callers will trigger lead creation. 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