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Get a straight answer to the questions reps ask most about the dialer. Each answer links to the full guide if you want every detail.

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Parallel dialing

Up to 5 lines with AI Parallel Dialing, on Gold, Enterprise and Enterprise+ seats. New seats start with 3 lines. Silver seats dial one line at a time.Set your lines in Dialer › Preferences › Parallel Dials per Call. Your admin can set a lower maximum for your seat, or turn parallel dialing off. A locked setting says Set by your admin when you hover it.See Run your first parallel session.
Yes. Change Lines above the call queue. The new number applies once the calls ringing now finish. While SmartFlow is on, it picks the number of lines for you and Lines is greyed out.
No. You are only connected when a person answers. Voicemail and answering machines get your recorded voicemail if Voicemail Drop is on, or a hang-up if it is off. Lines that are busy or never answer just end. Salesfinity logs all of those calls for you.
You talk to the first person. The dialer hangs up the other lines in that batch, because you can only take one call at a time.
The dialer leaves out people it should not call right now:
  • Out of work hours. With Dial During Work Hours on, it only calls between 8 AM and 6 PM in the contact’s own time zone. It is on by default.
  • Do not call. Anyone your team logged as Answered - Do not call again is never dialed again by your team.
  • Snoozed. Snoozed contacts come back on the date you picked.
  • Missing phone numbers. Find their numbers first.
The list header counts each group before you start, so you know who will be dialed.

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Voicemail and logging

Record a voicemail once in Dialer › Preferences › Voicemail Drop › Manage Voicemails, then switch on Voicemail Drop and pick your recording. When a line reaches voicemail, Salesfinity waits for the beep and plays it for you, while you keep dialing.See Drop voicemails and log every call.
Only the conversations you had. Calls that reach voicemail, ring out, or hit a busy line are logged for you as Left Voicemail, No Answer or Cancelled. For a real conversation, pick a Disposition in the Call Outcome panel. It is the only required field.
Yes. Open the call in Analytics › Call history and change its disposition. See Find any call in Call history.
Yes. In the Call Outcome panel, click Generate to add an AI summary of the call to your note once the transcript is ready. To have it written for every call, turn on Automatic AI Summary in your dialer preferences. The summary is added below anything you already typed. It never replaces your note.
In Analytics › Call history. Open a call to play the recording, read the transcript, and comment on an exact moment for a teammate. Calls are only recorded when recording is on for you. See Review recordings and transcripts.

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Lists and contacts

Up to 4,000 contacts per file. If a file has more rows, only the first 4,000 are imported, so split bigger files into several lists.
Yes, if you are the team owner or an admin. When you upload a CSV, Salesfinity asks Who is this list for? Pick a teammate and the list shows up in their dialer, ready to call. Leave it on yourself to keep the list.
Yes. Connect your CRM and import a list, report, sequence or your due call tasks, and every call you log goes back to the record it came from. See Connect your CRM and sales tools.To call from inside Salesforce, HubSpot or any web page, install the Salesfinity Anywhere Chrome extension.
Yes. The dialer’s filters include Not reached yet, Days since last dial and All time disposition. All time disposition is the outcome of the last call the person answered, or of the last attempt if they never have. So All time disposition set to No Answer finds everyone you have never reached. Save a filter as a preset to use it again.

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Screeners and live help

Turn on Automated Call Screener (Beta) in your dialer preferences. When a phone’s call screener asks for your name and reason, Salesfinity plays your recorded introduction. It is available on Enterprise and Enterprise Plus seats, and needs AI Parallel Dialing on.
Live Assist is not available yet. It is designed to show a short line to say when a prospect pushes back. See Live Assist.Today, a manager on the Salesfloor can listen to your call and send you a private chat message while you talk.
Something not working the way these answers say? Get help from the team and include the list name and the time of the call.

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Next steps

Run your first parallel session

Dial several lines at once and log your first conversation.

Skip numbers that won't answer

Grade every mobile number and dial the best one first.

Answers about the Salesfloor

Who can join, and what your teammates can hear.

Get help from the team

Chat or email when you are stuck.