Getting started
- Accept a team invite
- Accept the calling terms
- Bring back the setup checklist
- Change the Overview date range
- Find your way around the app
RealDialer Help Center
How can we help?
Step-by-step guides for setting up RealDialer, running call blocks, working your CRM, and staying compliant.
Dialer
- Answer incoming calls in your browser
- Book an appointment during a call
- Call a contact with RealDialer from the CRM
- Call my missed calls
- Choose how many lines to dial
Campaigns
- Add or archive campaign types
- Add or remove lists in a campaign
- Build a follow up from a finished campaign
- Continue a pass or start a new pass
- Create a campaign
Lists
- Add, move or remove contacts between lists
- Buy and use skip trace credits
- Circle prospect around an address
- Create an empty list
- Do not call numbers in your lists
CRM
- Add a contact by hand
- Add your own contact fields
- Add, pin and edit notes
- Attach a file to a contact
- Build a call block from your contacts
Calling settings
- Assign caller IDs to agents
- Bench numbers automatically
- Build a lead sheet for your callers
- Change how long calls ring
- Choose what each call result does
Numbers
- Check which numbers are still being answered
- Order more caller IDs
- Register your numbers to avoid spam labels
- See who called your numbers
- What the Numbers page shows
Texting and email
- Add texting and get ready to send
- Add the DNS records for email sending
- Email sending limits
- Is texting available on my account
- Set up email sending from your domain
Recordings
- Download a call recording
- Find and play a call recording
- How long recordings are kept
- Read call transcripts and summaries
- Why a call was not recorded
Reports
- Export your calls to a spreadsheet
- Read the outcome funnel
- Read the Reports page
- See which lead sources pay off
- What the call numbers mean
Team
- Add a teammate
- Coach access upgrade and revoking a coach
- How seats work
- Let a coach listen to your calls
- Remove or disable a teammate
Compliance
- Add, import or export do not call numbers
- How calling hours work
- How RealDialer keeps your Do Not Call data current
- National registry and litigator checks
- Register with the National Do Not Call Registry
Integrations
- Choose what syncs with Follow Up Boss
- Connect Claude or ChatGPT to your lists
- Connect Follow Up Boss
- Connect RealDialer to Zapier
- Connect your calendar
Upgrades
- AI usage and moving to RealDialer AI Pro
- Free trials and what happens when they end
- Texting as an upgrade
- The Call Recording upgrade
- The Coach access upgrade
Mobile app
- Delete your account in the iPhone app
- Get started with the RealDialer iPhone app
- Notifications on the iPhone app
- Run a call block from the iPhone app
- Work callbacks and voicemail on the iPhone app
Account settings
- Add or change your profile picture
- Add or edit accountability alarms
- Add your why to the accountability alarm
- Check your ID review or resubmit
- Choose how accountability nudges reach you
Billing and plans
- Accounts billed directly by RealDialer
- Add seats for more agents
- Cancel your subscription or delete your account
- Find your account code
- How plans and per agent pricing work
Support
- Attach files to a support request
- Create a support request
- Email RealDialer support
- Reply to or reopen a support request
- Support hours and response times