Set up your dialer preferences

Set your dialer up once and every session runs the way you like. Admins can also set rules for each rep, such as mandatory call recording or a cap on parallel lines. Your preferences are saved to your account, so they follow you to any computer. Your microphone, speaker and outbound number stay on the device you set them on.

Open your preferences

In Dialer, click Preferences. The Dialer Preferences window has a card for each area. Change what you need and click Save. Reset to defaults puts every setting back to Salesfinity’s defaults and keeps your outbound number, audio devices and chosen voicemail. If a setting is greyed out, hover it. Set by your admin means your admin locked it. “This feature is not available in your plan” means your seat’s plan doesn’t include it.

Every preference

Preference	What it does	Default
AI Parallel Dialing	Rings several contacts at once and connects you to whoever answers. See parallel dialing.	On
Parallel Dials per Call	How many lines ring at once, 1 to 5.	3
SmartFlow (Automated Multiple Number Dialing)	Picks the number of lines for each batch for you.	Off
Voicemail Drop	Leaves your recording on answering machines. See voicemail.	Off
Automated Call Screener (Beta)	Plays your intro to phone call screeners. See call screener.	Off
SmartRotate	Switches your caller ID after a set number of calls: 5, 10, 15, 20, 25 or 40. See phone numbers.	Off, 5 calls
Country Matching	Calls each contact from one of your numbers in their country.	Off
Smart Connect	Matches caller ID to US and Canadian area codes when a number is available. Enterprise seats.	Off
Call Recording (Terms Apply)	Records and stores your calls so you can listen back later.	On
Recording Track	Record Both sides of the call, or One Side (SDR) only.	Both sides
Connection Beep Alert	Beeps when a call connects, so you know to start talking.	On
Play Dialing Tone	Plays a tone while lines are ringing.	Off
Multi-Number Dialing	Tries a contact’s next number when a call doesn’t reach them.	Off
Automatic AI Summary	Writes an AI summary into your call note once the transcript is ready.	Off
Dial During Work Hours	Only calls people between 8 AM and 6 PM in their own time zone.	On
Audio settings	Your microphone and speaker.	Your computer’s defaults

Lists from ActiveCampaign also show Auto Advance Deal Stage, which completes the task in ActiveCampaign when you log a call.

Recording laws differ by country and state. Some places require everyone on a call to agree to be recorded. Check what applies to you before you record, or record One Side (SDR) only.

Admins: set rules for your team

Admins and team owners can lock dialer settings for each rep. A locked setting can’t be changed in that rep’s Preferences.

Open the members table

Go to Settings › People. Each dialer rule has its own column in the members table.

Set a rule for one rep

Click the cell for that rep and pick a value. Member decides leaves it up to the rep.

Or set it for everyone

Open the column’s menu and choose Set for all members listed.

Rule	Choices
Record calls	Optional, Mandatory, Off
Recording track	Member decides, One Side (SDR), Both sides
Allow AI dialing	Yes, No
Max parallel calls	1 to 5
SmartFlow	Member decides, Always on, Always off
Multi-number dialing	Member decides, Always on, Always off
SmartRotate	Member decides, Always on, Always off
Min calls per number and Max calls per number	The SmartRotate counts a rep may choose from
Country matching	Member decides, Always on, Always off
Smart Connect	Member decides, Always on, Always off
Dial during work hours	Member decides, Always on, Always off
Automatic AI summary	Member decides, Always on, Always off

Rules can’t give a rep more than their plan allows. A Silver seat stays at one line even if you set Max parallel calls to 5.

Next steps

Run your first parallel session

Try your new settings on a real list.

Choose the numbers you call from

Buy numbers and set up SmartRotate.

Compare plans

See which dialer features each seat includes.

Get started

Reach more people

Find numbers and emails

Dial with your team

Salesfinity Anywhere

After the call

Coming soon

Set up your dialer preferences

Open your preferences

Every preference

Admins: set rules for your team

Next steps

Run your first parallel session

Choose the numbers you call from

Compare plans

​Open your preferences

​Every preference

​Admins: set rules for your team

​Next steps

Run your first parallel session

Choose the numbers you call from

Compare plans

Open your preferences

Every preference

Admins: set rules for your team

Next steps