How to Use the Momentum CRM Dialer

Step 1: Upload Your Lead List (if needed)

• If your leads are not already in Momentum CRM, import a CSV file containing your lead information.

• Navigate to the Import option on your server and upload the file.

• When naming the list (e.g., April 2025 Prospect List), remember this is for internal bookkeeping only — it does not affect dialer functionality.

Step 2: Access the Manual Actions Dialer

1. From the left-hand navigation menu, click Conversations.

2. Select Actions, then choose Manual Actions.

3. Your lead list will now be displayed and ready for dialing.

Step 3: Start the Dialer

• Click Let’s Start in the top-right corner.

• The system will automatically begin calling the first lead on your list.

Step 4: Manage Call Outcomes

• After each call attempt, you’ll see four outcome options.

• Select the appropriate result (e.g., No Answer).

• Depending on your choice, a custom workflow may trigger.

  • Example: Choosing No Answer can send an automated SMS to the lead.

Step 5: Review Automated Messages

• If a text is triggered, you can review the message details inside Momentum CRM.

• ✅ Ensure your account is A2P-verified for successful text delivery.

• ⚠️ Non-verified accounts may show messages as failed.

Step 6: Control the Dialer Pace

• Click Pause in the top-right corner to stop auto-dialing.

• Use this time to:

  • Add call notes

  • Create follow-up tasks

  • Schedule appointments

Step 7: Skip to the Next Lead

• If you want to move on, click Next Lead.

• This will immediately start dialing the next person in your queue.

Step 8: Add Notes and Tasks

After each call, you can:

• Add a note documenting the conversation

• Create a task for agents or CSRs

• Schedule a follow-up appointment

These steps help maintain strong follow-up practices and ensure nothing slips through the cracks.

Video Walkthrough

Below is a video walkthrough that demonstrates these steps in action: