Using the Dialer to Send a Text to a Lead

Why This Feature Matters

Using the Sierra Dialer to send texts allows you to:

 

• Communicate instantly with leads via SMS

• Track all incoming and outgoing messages in one thread

• Protect your personal number by using your Dialer number as the caller ID

 

 

Step-by-Step Instructions

 

1. Enable the Sierra Dialer

Before sending texts, confirm:

 

• The Sierra Dialer is enabled for your team/account

• You are connected to the Dialer at the individual user level

 

 

2. Send a Text from the Lead Dashboard

 

• Go to Leads in the top menu of the Admin area

• Locate the lead you want to message

 

 

Option A:

 

• In the Phone Status column, click the link labeled “__ Texts”

• A pop-up will show your text history with the lead

• Click Send Text to compose and send your message

 

 

Option B:

 

• Click the plus icon next to the lead’s name

• Select Send Text Message from the action menu

 

 

Option C:

 

• Open the Lead Detail Page

• Click the Text Msg button located at the top-right of the blue lead box

 

 

3. Write and Send Your Message

 

• Enter your text in the message field

• Click Send

• All messages will appear in the lead’s communication history and message thread

 

 

How Replies Work

 

• When a lead replies, the message:

   

  • Is received via the Sierra Dialer number

  • Is matched to the lead in your system

  • Appears in your text thread and is forwarded to your linked phone

  • Includes the lead’s name and a link to view their profile

   

 

 

Best Practices

 

• Keep initial texts short and clear to encourage a response

• Use templates to save time on commonly sent messages

• Respond promptly when a lead replies—text threads update in real time

 

 

Troubleshooting Common Issues

 

Issue: Can’t send a text

Solution: Ensure your user account is connected to the Sierra Dialer

 

Issue: Personal number shows as caller ID

Solution: Only your Sierra Dialer number will appear—verify your Dialer settings if not

 

FAQs

 

Will my personal cell number ever be shown to a lead?

No. All texts and calls use your Sierra Dialer number. Your personal info stays private.

 

Where can I see my message history?

In the Lead Dashboard or Lead Detail Page under the Phone Status or Text Msg sections.

 

What happens if a lead replies late at night?

Their response will still be recorded and forwarded, but your automated replies (if any) will only go out during your system’s active hours.