Dialer

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Overview

The dialer lets you call prospects from Unify while reviewing their records, account context, and task notes. After each call, log the outcome and the next step so your team can follow the conversation. Use a person record for an individual call, or work through phone-call tasks created by your team, plays, or sequences. Completing a sequence’s call task lets the enrollment continue. A connected conversation can instead end the enrollment when further automated outreach is no longer needed.

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Start calling

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Work through a calling queue

Use the power dialer to work through a group of phone-call tasks in one session. It brings each person’s context into view and can start calls automatically after a preview period. Adjust the pace, record each result, and review your session’s progress.

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Keep a record of the conversation

Call activity brings together the outcome, notes, and any available recording or transcript. Your team can review it from the person’s record or the call log. These settings determine how conversations are captured and shared:

• Call dispositions define the outcomes reps choose when logging calls.
• Call recording controls which regions’ calls are recorded.
• CRM sync controls when logged calls are written to your CRM and which details are included.

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Receive callbacks

Prospects see your assigned Unify number when you call. Set a callback number to receive return calls on your own phone.

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Understand calling costs

Phone-number allowances depend on your plan. Additional numbers have a monthly credit cost, and connected call time uses credits. See Dialer pricing for allowances and usage rates.