[{"data":1,"prerenderedAt":215},["ShallowReactive",2],{"shell":3,"article:workflow-speed-dial":33,"path:c-calling-and-texting":158},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":64,"related":95,"topicNext":133,"paths":134,"videos":140,"sidebar":141},"workflow-speed-dial","guide","\u002Fguides\u002Fworkflow-speed-dial","phone-call","Review the Speed Dial queue before calling","Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires…","advanced","published","browser-observed-read-only","2026-11-04","planned","Speed Dial",{"slug":27,"title":47,"href":48},"Calling and texting","\u002Ftopics\u002Fcalling","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires approved recipients, configured numbers, and the relevant calling permissions. The primary call button can place a real call immediately, so read its current label before using it.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"speed-dial-ai-options-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-ai-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Calling Options window on the Multiple AI Calls tab, with How many contacts, Who calls and an AI calling notice.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-ai-options-desktop.jpg\" alt=\"Calling Options window on the Multiple AI Calls tab, with How many contacts, Who calls and an AI calling notice.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Multiple AI Calls tab in Calling Options, where you pick How many contacts. Here AI calling is not fully configured. \u003Ca href=\"#screenshots\" class=\"more\">See all 3 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-ai-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-without-calling\">\u003Ch2 id=\"review-without-calling\">Review without calling\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Speed Dial\u003C\u002Fstrong> and check the current list source, such as Manually Added or a Called period.\u003C\u002Fli>\n\u003Cli>Select the intended record and review its contact information and any calling restriction notice.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>View Details\u003C\u002Fstrong> to open the shared lead drawer. Selecting a Speed Dial record is separate from opening that drawer.\u003C\u002Fli>\n\u003Cli>Review notes, tasks, and call history before deciding what work is appropriate.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>The Called indicator is editable through \u003Cstrong>Mark as called\u003C\u002Fstrong>. Clicking it changes stored status; it is not a passive history filter. A manually marked indicator does not prove a provider call occurred.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"understand-the-call-button\">\u003Ch2 id=\"understand-the-call-button\">Understand the call button\u003C\u002Fh2>\u003Cp>The split-button arrow changes the selected action without dialing. Depending on setup, choices include Call, Start AI Call, Start Multiple AI Calls, and Voicemail Drop. The main button executes the selected action. Multiple AI Calls starts a run with the saved choices; it is not merely a configuration dialog.\u003C\u002Fp>\u003Cp>\u003Cstrong>Calling Options…\u003C\u002Fstrong> contains Auto-Dial, Parallel Dial, Multiple AI Calls, caller ID, and Voice Studio. These settings affect subsequent operations. Its \u003Cstrong>Dialing\u003C\u002Fstrong> tab opens with \u003Cstrong>When you press Call\u003C\u002Fstrong>, one sentence describing what the current switches will do; read it before changing anything. Below it, \u003Cstrong>1 · Your status and caller ID\u003C\u002Fstrong> comes first, then \u003Cstrong>2 · How calls are placed\u003C\u002Fstrong> with the Auto-Dial and Parallel Dial switches. An Auto-Dial countdown can start another call; its Cancel control stops that countdown. Closing a confirmed voicemail-drop window does not cancel the server's sending work.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>For a review session, success is identifying the intended lead and its existing history. For an authorized call, verify actual connection, audio, termination, and recorded outcome separately. Respect active-call and paused states; do not reset them or repeat an uncertain call to clear a display problem.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-calls\">Calls\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Notes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-voice-assistant-call-routing\">AI Calls\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"speed-dial-ai-options-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-ai-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Calling Options window on the Multiple AI Calls tab, with How many contacts, Who calls and an AI calling notice.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-ai-options-desktop.jpg\" alt=\"Calling Options window on the Multiple AI Calls tab, with How many contacts, Who calls and an AI calling notice.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Multiple AI Calls tab in Calling Options, where you pick How many contacts. Here AI calling is not fully configured.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-ai-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"speed-dial-calling-options-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-calling-options-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-calling-options-desktop.jpg\" alt=\"Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Dialing tab in Calling Options, with Auto-Dial and Parallel Dial switches. Here no numbers are available for automatic calls.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-calling-options-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cp>This Calling Options capture shows an earlier layout: the Auto-Dial and Parallel Dial switches first and \u003Cstrong>Status and caller ID\u003C\u002Fstrong> below them. The Dialing tab now opens with \u003Cstrong>When you press Call\u003C\u002Fstrong>, then status and caller ID, then the switches.\u003C\u002Fp>\u003Cfigure class=\"shot\" data-shot-figure=\"speed-dial-workspace-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg\" alt=\"Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"speed-dial-workspace-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61],{"id":52,"text":53,"depth":54},"review-without-calling","Review without calling",2,{"id":56,"text":57,"depth":54},"understand-the-call-button","Understand the call button",{"id":59,"text":60,"depth":54},"verify-and-recover","Verify and recover",{"id":62,"text":63,"depth":54},"screenshots","Screenshots",{"speed-dial-ai-options-desktop":65,"speed-dial-calling-options-desktop":72,"speed-dial-workspace-desktop":77},{"id":66,"src":67,"alt":68,"caption":69,"width":70,"height":71},"speed-dial-ai-options-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-ai-options-desktop.jpg","Calling Options window on the Multiple AI Calls tab, with How many contacts, Who calls and an AI calling notice.","The Multiple AI Calls tab in Calling Options, where you pick How many contacts. Here AI calling is not fully configured.",1920,873,{"id":73,"src":74,"alt":75,"caption":76,"width":70,"height":71},"speed-dial-calling-options-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-calling-options-desktop.jpg","Calling Options window on the Dialing tab, with Auto-Dial and Parallel Dial switches and Status and caller ID settings.","The Dialing tab in Calling Options, with Auto-Dial and Parallel Dial switches. Here no numbers are available for automatic calls.",{"id":78,"src":79,"alt":80,"caption":81,"width":70,"height":71,"annotated":82},"speed-dial-workspace-desktop","\u002Fmedia\u002Fscreenshots\u002Fspeed-dial-workspace-desktop.jpg","Speed Dial screen with the Companies list, the selected lead's Contact Info and Call button, and its website on the right.","Speed Dial, where you pick a lead from Companies, review its Contact Info, then select Call when you are ready.",{"src":83,"width":84,"height":71,"title":85,"callouts":86},"\u002Fmedia\u002Fannotated\u002Fspeed-dial-workspace-desktop-annotated.svg",2390,"Get started in Speed Dial",[87,90,92],{"number":88,"text":89},1,"Choose which leads to work through, such as Recommended, then select a lead.",{"number":54,"text":91},"Select View Details to open the lead's full record.",{"number":93,"text":94},3,"Call starts the selected action right away. Use the arrow to pick a different one.",[96,102,108,114,120,126],{"slug":97,"title":98,"href":99,"icon":37,"description":100,"level":101},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…","intermediate",{"slug":103,"title":104,"href":105,"icon":106,"description":107,"level":101},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","users","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":109,"title":110,"href":111,"icon":37,"description":112,"level":40,"productLocation":113},"settings-voice-assistant-call-routing","AI Calls","\u002Fguides\u002Fsettings-voice-assistant-call-routing","AI Calls controls who answers phone calls, the live instructions for certain AI calls, voice settings, and booking or transfer abilities. You need authorized…","Settings → AI Assistant → AI Calls",{"slug":115,"title":116,"href":117,"icon":37,"description":118,"level":40,"productLocation":119},"call-recommendations","Choose who appears in recommended calls","\u002Fguides\u002Fcall-recommendations","Call Recommendations controls the recommended list used by Speed Dial and the morning email. Account rules and a person’s filters have separate save actions…","Settings → Phone → Call Recommendations",{"slug":121,"title":122,"href":123,"icon":37,"description":124,"level":40,"productLocation":125},"caller-view","Choose pipeline columns for Caller View","\u002Fguides\u002Fcaller-view","Caller View gives sales representatives a focused set of pipeline columns. It selects which existing stage\u002Fstatus columns appear; it does not move leads…","Settings → Pipeline → Caller View",{"slug":127,"title":128,"href":129,"icon":130,"description":131,"level":101,"productLocation":132},"voice-studio","Understand personal voicemail and voice tools","\u002Fguides\u002Fvoice-studio","mail","Voice Studio manages personal voicemail messages, greetings and AI voice assets within your workspace account. It is also available from Speed Dial’s Contact…","Settings → Templates → Voice Studio",{"slug":115,"title":116,"href":117},[135],{"slug":136,"title":137,"href":138,"letter":139},"c-calling-and-texting","C — Understand calling and texting readiness","\u002Flearn\u002Fc-calling-and-texting","C",[],{"title":47,"href":48,"groups":142},[143],{"title":144,"items":145},null,[146,147,148,149,150,154],{"label":38,"href":36,"slug":34},{"label":116,"href":117,"slug":115},{"label":122,"href":123,"slug":121},{"label":128,"href":129,"slug":127},{"label":151,"href":152,"slug":153},"Read calling-credit balances and activity","\u002Fguides\u002Fcalling-credits","calling-credits",{"label":155,"href":156,"slug":157},"Interpret telecom cost evidence","\u002Fguides\u002Ftelecom-cost-review","telecom-cost-review",{"id":136,"slug":136,"title":137,"href":138,"letter":139,"icon":37,"cover":159,"goal":165,"summary":166,"level":167,"lessons":168,"next":204},{"id":78,"src":79,"alt":80,"caption":81,"width":70,"height":71,"annotated":160},{"src":83,"width":84,"height":71,"title":85,"callouts":161},[162,163,164],{"number":88,"text":89},{"number":54,"text":91},{"number":93,"text":94},"Call or text people","Find call and message history, and check what calling and texting need first.","beginner",[169,173,174,178,179,183,187,191,196,200],{"slug":170,"title":171,"href":172,"icon":106},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts",{"slug":97,"title":98,"href":99,"icon":37},{"slug":175,"title":176,"href":177,"icon":106},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages",{"slug":34,"title":38,"href":36,"icon":37},{"slug":180,"title":181,"href":182,"icon":37},"settings-dialer","Dialer settings","\u002Fguides\u002Fsettings-dialer",{"slug":184,"title":185,"href":186,"icon":37},"settings-call-scripts","Call Scripts for representatives","\u002Fguides\u002Fsettings-call-scripts",{"slug":188,"title":189,"href":190,"icon":37},"settings-my-numbers","My Numbers","\u002Fguides\u002Fsettings-my-numbers",{"slug":192,"title":193,"href":194,"icon":195},"settings-phone-registration","Caller ID and SMS Registration","\u002Fguides\u002Fsettings-phone-registration","message-square-text",{"slug":197,"title":198,"href":199,"icon":37},"settings-calling-countries","Calling Countries","\u002Fguides\u002Fsettings-calling-countries",{"slug":201,"title":202,"href":203,"icon":195},"settings-sms-templates","SMS Templates and automatic replies","\u002Fguides\u002Fsettings-sms-templates",[205,210],{"slug":206,"title":207,"href":208,"icon":209},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check",{"slug":211,"title":212,"href":213,"icon":214},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",1793910214412]