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By the end of this guide, you will have called a list on several lines at once and logged your first conversation. It takes about 10 minutes, and you only need a list of people with phone numbers.
Before you start: use Chrome or another desktop browser, and have a headset ready. Parallel dialing is available on the Gold, Enterprise and Enterprise+ plans. On the Silver plan, the dialer calls one line at a time, and every other step here works the same way.

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How a session works

You pick a list and press Start dialing. Salesfinity calls a few people on the list at the same time. When a real person answers, you are connected right away and the other lines hang up. You talk, pick an outcome, and the dialer moves on to the next people on your list.

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Make your first calls

1

Sign in and open the dialer

Go to web.salesfinity.co and sign in with Google, Microsoft, your email, or your company’s single sign-on.Click Dialer in the left sidebar. When your browser asks to use your microphone, click Allow. The dialer cannot place calls without it.
2

Bring in a list

If this is your first time, the dialer shows Import contacts. Click it and choose where your people come from:
  • A CSV file. Upload it, then match your columns to Salesfinity fields, such as name and phone number.
  • Your CRM or sales tool. Pick a list from a connected tool such as HubSpot, Salesforce, Outreach, Salesloft or Apollo.io.
Already have lists? Click Recent lists to switch between them. The list name at the top of the dialer shows how many people are ready to dial, for example (42 of 50). A warning icon means some people are missing a phone number.
No list yet? On the Enterprise plans you can ask Ari to build one from a plain-language description. See Build a list to call.
3

Pick the number you call from

At the top of the dialer, open Select number and choose the phone number your calls will come from. No numbers yet? Click Manage numbers to get one.
4

Set your lines and voicemail

Click Preferences to open Dialer Preferences.
  • Turn on AI Parallel Dialing. Then choose how many lines to dial at once under Parallel Dials per Call. You can dial up to 5 lines. The default is 3, and your admin can set a lower limit for the team.
  • Or turn on SmartFlow to let Salesfinity choose the number of lines for you.
  • To leave a message when a machine answers, turn on Voicemail Drop and pick a recording. To record one, click Manage Voicemails, then Add New Voicemail.
Click Save. You can also change the number of lines from the Lines menu above your call queue. A change there applies after the current calls finish.
If a setting is grayed out with “This feature is not available in your plan”, your plan does not include it. Ask your Salesfinity admin.
5

Start dialing

Click Start dialing. The Audio Check window opens. Click Test microphone and Test speaker to make sure people will hear you, then click Start Dialing.The top of the dialer now says Calling session and counts the calls left. Use Pause dialing to take a break, or End Session when you are done.
6

Talk to the person who answers

Salesfinity listens on every line and only connects you when a person answers. When that happens:
  • The top of the dialer turns to Connected and starts a timer.
  • The other lines hang up, and dialing pauses while you talk.
  • Lines that reach an answering machine get your voicemail drop, if you turned it on. If not, they hang up.
  • Busy lines and calls nobody answers never ring through to you.
Click End Call when the conversation is over. Once a call ends, Redial calls the same number again.
7

Log the call and keep going

The Call Outcome panel sits next to the call. Choose a Disposition, such as a booked meeting or a wrong number. Some CRMs ask for one or two more fields here. You can also:
  • Write a Call note, or click Generate for an AI summary of the call, if your plan includes it.
  • Add a Follow-up Task with a date.
  • Snooze contact to hold the person back from dialing for a few weeks or months.
Click Log call and continue to save and keep dialing. Click Log and pause to save and take a break first. If the list came from your CRM, Salesfinity logs the call to that record for you.

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Check your work

You are done when:
You talked to at least one person and logged a disposition.
The dialer moved on to the next people on your list after you logged the call.
You clicked End Session to finish.
Want to call back the people who did not pick up? Click Recent lists and choose No answer calls from today or Cancelled calls from today.

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If something goes wrong

Hover over the button to see why. “No contacts to dial or missing phone numbers” means the list has nobody with a phone number. “All of your contacts are out of work hours” means everyone on the list is outside calling hours right now. Pick another list, or add phone numbers.
Click Start dialing again and run Test microphone in the Audio Check window. Make sure the right microphone is selected and that your browser is allowed to use it.
The Lines menu only shows when your plan includes parallel dialing. On the Silver plan, the dialer calls one line at a time.
Still stuck? Visit the help center or email [email protected].

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Next steps

Connect your CRM

Bring in lists and tasks from HubSpot, Salesforce or Outreach, and log every call back.

Dial the numbers that answer

Boss Mode checks every number on a list, so you dial the ones most likely to pick up.

Build a list with Ari

Describe the people you want to call, and get a list you can dial.

See how calls reach your CRM

What Salesfinity writes back after each call, and where it lands.