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Using the Dialer to Send a Text to a Lead

Send text messages to leads directly through the Sierra Dialer, with full message tracking and history.

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.