{"id":720,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-how-contacts-join\/"},"modified":"2026-10-12T15:08:28","modified_gmt":"2026-10-12T20:08:28","slug":"crm-how-contacts-join","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-how-contacts-join\/","title":{"rendered":"How contacts get into the CRM"},"content":{"rendered":"

What it is<\/h2>\n

Your calling lists and your CRM are two different places. A list is everyone you plan to dial. The CRM is the people you have actually connected with, plus anyone you add on purpose.<\/p>\n

Where to find it<\/h2>\n

CRM > Contacts. The note under the numbers at the top says how many records are still only on your calling lists.<\/p>\n

Steps<\/h2>\n
    \n
  1. On a call, save a result after you connect with someone. The record joins the CRM on its own.<\/li>\n
  2. During a call or in the wrap up, press Add to RealDialer CRM<\/strong> in the Send this lead card to move them in yourself.<\/li>\n
  3. From any contact record that is still on lists only, open the More actions<\/strong> menu and choose Add to the CRM<\/strong>, or press Add to the CRM<\/strong> in the Calling card.<\/li>\n
  4. To add someone new by hand, go to CRM > Contacts and press Add contact<\/strong>.
    \n
    \"The
    The note counts records still only on your lists; Add contact adds someone by hand<\/figcaption><\/figure>\n<\/li>\n
  5. To take someone back out, press Return to calling lists<\/strong> in the Calling card on their record.
    \n
    \"Return
    Return to calling lists in the Calling card takes someone back out<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • Adding to the CRM brings every call, note and task on the record with it.<\/li>\n
    • Returning to calling lists keeps every call, note, task and deal. Nothing is deleted.<\/li>\n
    • The Import<\/strong> button on Contacts opens the contact import. Each file you import becomes a calling list, and those people join the CRM the same way as anyone else.<\/li>\n
    • A record that says Not in the CRM yet on its page is on your calling lists only.<\/li>\n
    • Agents only see contacts assigned to them, so a teammate’s contact will not show for you.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Your calling lists and your CRM are two different places. A list is everyone you plan to dial. The CRM is the people you have actually connected with, plus anyone you add on purpose.<\/p>\n","protected":false},"featured_media":1964,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-how-contacts-join","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Your calling lists and your CRM are two different places. A list is everyone you plan to dial. The CRM is the people you have actually connected with, plus anyone you add on purpose.","footnotes":""},"rd_doc_category":[19],"class_list":["post-720","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/720","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/720\/revisions"}],"predecessor-version":[{"id":1966,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/720\/revisions\/1966"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1964"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=720"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}