Manual Dialer: make calls and save call logs

Manual Dialer not working? Start here

Read the message before retrying. A call that was not confirmed is different from a call that never dialed.

• Call is disabled: wait for Phone ready, choose an available Caller ID, enter a number and let the previous call finish closing. Check Call readiness.
• No calling line is available: follow the message and ask your administrator to check your assignment or the client phone setup. Check missing lines.
• Phone number unavailable: the destination is disconnected or unassigned. Edit or clear the number, choose another saved number or skip the contact. No prospect call is placed. Review this message.
• The phone provider did not confirm the call: the earlier attempt may have reached the prospect. Check its status and confirm it is no longer active before calling again. Handle an unconfirmed call safely.
• Hang Up is still visible: losing browser audio does not prove the prospect line ended. Check the call state, then use Hang Up again if closing is unfinished. Finish closing the call.
• You cannot save the result: a contact must have been selected before dialing, the initial call log must exist and the call must be finished. Check call-log requirements.
• The page is missing or says Not on your plan: access follows the selected client and plan. Self-serve workspaces do not include calling. Check access.

If you are still stuck, contact SalesHive support with the message shown and the step where you stopped.

How to use this page

1. 1

   Confirm the client and phone readiness

   Select the correct client in the Platform client switcher. Confirm the page shows Phone ready, a selected Caller ID, and Manual only logging. Choose another active caller ID when needed. After switching clients or when number assignments change, SalesHive resets an unavailable Caller ID to an active number for the selected client. A calling line that carriers appear to be labeling as spam is paused for outbound calls and no longer appears in Caller ID; its owner gets a replacement line. If your selected line is paused while the page is open, Call shows a message asking you to reload to switch to your replacement line. Prospects who call the paused number back still reach you. Recheck Caller ID before calling. If no line is available, the message distinguishes a missing assignment from a client with no active calling lines. Ask your administrator to check the assignment or client phone setup as indicated. Contact search remains available.

2. 2

   Link a contact when the call should be logged

   Type at least two characters to search by contact name or email and select a result before calling. Choose Mobile, Direct, or Company to load one of the saved numbers. The contact card shows current status, campaign, last-contacted date, notes, and recent call or email activity. Calls placed without a selected contact are not saved to a contact record. A search error means results could not load, not that no contacts match. Check the message and try the search again.

3. 3

   Enter a number and place the call

   Type a number, use the keypad, or load a selected contact number. Select Call or press Enter. SalesHive reserves a conference, connects the browser phone, waits for it to report ready, and only then dials the prospect. If phone audio is not ready within about 13 seconds, the prospect is not dialed and the page shows Phone audio was not ready before dialing. Try Call again. If the carrier reports that the destination is disconnected or unassigned, edit or clear the number, choose another saved number, or skip that contact. If the phone provider did not confirm the call, including after a timeout, check the call status before trying again. The earlier attempt may have reached the prospect, even if the page returns to idle. SalesHive does not automatically repeat that unconfirmed request.

4. 4

   Use the live call controls

   Use Mute or Unmute during an active call. Keypad presses send tones to the prospect line for IVRs or extensions. Quick presses go out in order, each waiting for the earlier tones to finish, so they do not cut each other off. Select Hang Up to end the phone call and browser audio, or cancel while the call is still being placed. Keep the page open until closing finishes. If a closing error appears, check the call state, then use Hang Up again if closing is still unfinished. Losing browser audio does not prove the prospect line has ended; Hang Up remains available while that line still needs to close. The state and duration fields show current progress.

5. 5

   Save the final call log

   For a contact-linked call, wait until the call ends, choose the final disposition, add optional notes, and select Save Call Log. Save before you place the next call: each new call starts with the outcome reset to Attempting and empty notes, so one call's result cannot carry onto the next. If the last call is not saved, the first Call press shows a reminder and does not dial; press Call again to dial without saving it. Closing or reloading the tab with an unsaved call asks you to confirm first. Choose Directed to Corporate only when a live person explicitly directs the SDR to the company corporate office, headquarters, or central team. Across all clients, it moves an eligible active contact to Not Decision Maker and removes that person from regular calling. Existing meetings, removals and blacklists stay unchanged; other contacts at the company stay available. A success message confirms the record and refreshes Recent Activity. For Caller ID and Call disposition: Focus the dropdown and press Up or Down to open it. If a search field appears, type to filter, then press Up or Down to enter the options. Within the options, use Up/Down to move, Home/End to jump to the first/last choice, and Enter or Space to select. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search.

6. 6

   Review recent activity

   After selecting a contact, use Recent Activity to review the latest calls and emails. Calls can include saved notes, a recording, and a speaker-labeled transcript when available. Notes from Campaign Dialer calls follow the final confirmed disposition. If that result was corrected, the displayed note uses the final outcome and SDR context when available instead of a contradictory AI summary. Notes entered directly in Manual Dialer remain the text saved with that call.

7. 7

   Receive browser callbacks when enabled

   If Your incoming phone appears in your client workspace, keep the receiving tab open and wait for Ready for callbacks. Only one tab receives callbacks; close the other phone tab if you want this tab to take over. Select Answer and allow microphone access, or select Send to voicemail. During a connected callback, use Mute or Unmute and Hang up. Finish any call already active or starting in this browser before answering or placing another call. This receiver is limited to eligible accounts in the enabled workspace.

8. 8

   Check which calling lines are available

   Ordinary internal SDRs outside Training see their own assigned active lines. During active Campaign Relief coverage, the covered SDR’s line scope takes precedence. If no eligible covered line is available, another person’s line is not substituted. Restricted client accounts retain their own-number limits. Ask your administrator to check assignments when no line appears; this page does not grant access to the shared local-presence pool.

What the buttons do

Caller ID

Choose an active calling line available to your account for the selected client.

Number / Delete

Accepts a typed or selected phone number and removes the last entered character.

Call

Connects and verifies browser phone audio first, then places the prospect call. If the last contact-linked call is not saved, the first press shows a reminder instead; a second press dials anyway.

Hang Up

Ends the phone call and browser audio, or cancels a call being placed. Remains available when closing needs a retry.

Mute / Unmute

Turns the active browser microphone off or on.

Keypad

Builds a phone number before calling and sends dial-pad tones to the prospect line during an active call. Presses made close together are sent in order without cutting each other off.

Search contact by name or email

Finds a contact to link before calling so the call can be logged.

Clear

Removes the selected contact without changing the typed number.

Save Call Log

Saves the selected disposition, notes, duration, and caller ID to the linked contact after the call. Across all clients, Directed to Corporate also moves eligible active contacts to Not Decision Maker and removes them from regular calling. Existing meetings, removals and blacklists stay unchanged; other contacts at the company stay available.

Reconnect

Retry connecting the incoming receiver when no callback is open.

Callback bell

Expand your unread missed-call and voicemail notices, with links to your call history and greeting settings.

Common questions