---
title: "Onboard your team to Dialpad Dialer"
slug: "onboard-your-team-to-dialpad-dialer"
updated: 2026-05-12T22:58:42Z
published: 2026-05-12T22:58:42Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboard your team to Dialpad Dialer

Use this checklist to roll out Dialpad Dialer to your organization in a controlled, measurable way.

## Step 1: Confirm licensing and credits

- Verify that:
  - Your account has **Dialpad Sell Premium** licenses for the users who will use Dialer.
  - You have sufficient **outbound calling credits**.
- Set up any **auto‑recharge** or monitoring you need to prevent unexpected pauses due to low balance.

## Step 2: Set up compliance, DNC, and limits

- Import or configure your **DNC lists**.
- Decide how agents should use DNC flags from wrap‑up.
- Configure:
  - **Calling windows** by time zone
  - **Per‑campaign attempts**
  - **Global limits** on calls per number, if available

## Step 3: Populate the Leads directory

- Collect your initial lead data (for example, from CRM exports or other sources).
- Clean your data and ensure required fields are present (name, phone number, and any routing or reporting fields).
- **Import** leads via CSV or integration into the **Leads** directory.

## Step 4: Create starter Lists

- Create one or two **pilot Lists**, such as:
  - A small, high‑quality prospect list
  - A list of existing customers to test outbound engagement
- Keep initial lists small so you can validate behavior before scaling.

## Step 5: Design and launch pilot campaigns

- Create 1–2 **pilot campaigns** with clearly defined goals (for example, book meetings, re‑engage dormant leads).
- Keep campaign settings simple:
  - Conservative calling windows
  - Reasonable attempt limits
  - DNC scrubbing enabled
- Launch the campaigns with a small group of experienced agents.

## Step 6: Train agents

- Walk agents through:
  - How they’ll receive Dialer calls
  - What the pinned audio leg is
  - How to handle wrap‑up and dispositions
  - How to apply DNC flags correctly
- Provide example scripts or guidelines as needed.

## Step 7: Monitor analytics and refine

- After the pilots have run:
  - Review **Dialer analytics** for answer rate, dispositions, and call outcomes.
  - Review agent feedback on pacing, call quality, and workflow.
- Adjust:
  - Lists and targeting
  - Attempts and calling hours
  - Voicemail and SMS usage
  - Agent coaching and scripts

## Step 8: Scale up

Once you’re comfortable with pilot results:

- Add more Lists and campaigns.
- Roll out to additional teams or Contact Centers.
- Standardize best practices in your playbooks and training materials.

## Related

- [Dialpad Dialer](/dialpad-dialer-overview.md)
- [Dialpad Dialer analytics](/dialpad-dialer-analytics-and-exports.md)
- [Setup Dialpad Dialer for Offices and Contact Centers](/enable-dialpad-dialer-for-your-office-and-contact-centers.md)