A clear path from
hello to insight.
DialPro connects the steps of outbound calling in one practical workflow. Here is how your team goes from numbers and Lists to live conversations and Reports.
Nine steps. One connected flow.
Step 1
Buy or import DIDs
Search and buy numbers in-app, or bulk import a CSV with number and label columns plus one Group Name for the file.
Read the guideStep 2
Create a Campaign
Set the Campaign name, Seller Name, Callback Number, and a Dial Mode: Predictive, Power, or Preview.
Read the guideStep 3
Import a List
Choose the Campaign first, upload CSV or XLSX, map columns, and optionally turn on DNC registry scrubbing and number validation. The cost is shown before you import, and duplicates are checked on submit.
Read the guideStep 4
We keep your numbers clean
Before a single call goes out, DialPro validates your List and removes invalid numbers, rotates only healthy caller IDs, and gets ready to detect voicemails so agents only hear live people.
Read the guideStep 5
Assign DID groups
Choose one or more DID groups for the Campaign. Caller ID rotates across the assigned active DIDs automatically, and local presence matches the record's area code.
Read the guideStep 6
Agents log in
Agents open the browser softphone and set Ready when they are available to take calls.
Read the guideStep 7
Start dialing
The selected Dial Mode paces outbound calls. Agents can see the Record's contact information and click any listed number.
Read the guideStep 8
Save the disposition
After a call, Wrap-up starts automatically. The agent selects a disposition and clicks Save Call Disposition to complete the call.
Read the guideStep 9
Review Reports
Monitor live campaign metrics, then use session and performance reports to understand agent activity and Wrap-up time.
Read the guideReady to make the first move?
We can show you the workflow from first setup to your team’s daily calling rhythm.