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Getting a team ready to call takes three things: activating the dialer for your organization, giving reps phone numbers to call from, and setting a forwarding number so callbacks reach you. Activation is an admin task; setting a forwarding number is done per rep.

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Activate the dialer

An admin turns the dialer on for your organization in Settings → Dialer. Once it is enabled, the dialer is available to your team.
If you don’t see the dialer, make sure an admin has enabled it in Settings → Dialer and that phone numbers have been added.

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Add and assign phone numbers

Reps call from numbers your organization provisions in Unify. How many free numbers each rep gets depends on your plan, and admins can add more beyond the free allowance for a monthly fee per number. See Pricing for the details.
1

Open dialer settings

Go to Settings → Dialer and click + Add Phone Number.
2

Buy a number

Choose a number to provision. Unify assigns United States local numbers.
3

Assign it to a rep

Assign the number to the rep who will call from it. How many numbers a rep can hold depends on your plan. See Pricing for the free allowance and limits.

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Set a forwarding number

A forwarding number is where prospect callbacks are sent, typically a rep’s mobile. Setting one means a prospect who calls back reaches the rep instead of dead-ending.
1

Open dialer settings

Go to Settings → Dialer.
2

Add a forwarding number

Enter the phone number where callbacks should ring, such as your mobile, and save.
If a rep doesn’t pick up a callback, it lands in that phone’s voicemail. Inbound calls are logged to the activity log and reporting.
Forwarding numbers are for receiving callbacks only. Outbound calls always use the provisioned numbers assigned to a rep, never a personal number.

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Start calling

Once the dialer is active and reps have numbers, they can place their first call from a task, a Sequence step, or any person record. See Making calls.