How to Send Contacts To Your Power Dialer

The Power Dialer in Pulse REI CRM is a system that lets you call multiple contacts efficiently, one after another, without manually dialing each number.

👉 Its included right in your REI Pulse CRM Platform (no outside integrations or extra cost)

How to Send Leads to the REI Pulse PowerDialer & begin your dialing sessions

1. Understand the PowerDialer Feature 0:00

• REI Pulse uses a single-line PowerDialer.

• Leads can be sent to the PowerDialer from:

  • Opportunities

  • Contacts

• The process is now simpler: use a dropdown or workflow to push leads over.

2. Send opportunity leads to the PowerDialer 0:20

• Go to the Opportunities tab.

• Select the leads you want to call:

  • by stage for a group of follow-ups, or

  • individually if you only want specific records.

• Click Edit.

• In the right-side panel, open Opportunity Details.

• Scroll to Send to PowerDialer.

• Choose Send to PowerDialer from the dropdown.

• Click Save.

• Name the push if prompted (for example, PD).

3. Know what happens after sending from Opportunities 1:07

• Sending to the PowerDialer does not change the opportunity itself.

• It will not alter:

  • touchpoints

  • dates

  • notes

  • other opportunity data

• It only tells REI Pulse to push the contact into the PowerDialer queue.

4. Start calling from the PowerDialer queue 1:23

• Go to Conversations.

• Open Manual Actions.

• This is where the single-line PowerDialer lives.

• You’ll see the leads you pushed over.

• Click Let’s Start to begin dialing through the list.

• As you call through the queue, leads are automatically removed once they’ve been worked.

5. Send contacts directly to the PowerDialer in bulk 2:15

• Use this method for lists that are not tied to opportunities.

• Go to the Contacts tab.

• Filter or select the contacts you want to call.

• Make a bulk selection of the leads you want to send.

• Trigger the automation/workflow for the selected contacts.

6. Use the Send to PowerDialer workflow 2:36

• After selecting the contacts, trigger the workflow.

• Search for PowerDialer or Dialer.

• Choose the workflow named Send to PowerDialer.

• Run it to push all selected contacts at once.

• This also does not change the contact record; it only sends the lead to the dialer queue.

7. Check progress and call the bulk-sent contacts 3:10

• If you sent a large list, you can check the progress of the workflow.

• Status may show things like:

  • processing

  • complete

• Then go back to Conversations > Manual Actions.

• Your newly sent contacts will appear in the PowerDialer queue.

• Click Let’s Start to begin calling them.

8. Reuse the PowerDialer list whenever needed 3:42

• Once leads are called, they are removed from the queue.

• If you want to call the same group again later:

  • select them again

  • send them to the PowerDialer again

• This makes it easy to reuse the same stack on another day.

9. Send a single lead manually 4:02

• You can also send one lead at a time.

• Open the lead’s Opportunity Details.

• Choose Send to PowerDialer from the dropdown.

• Click Update.

• The lead will then appear in Conversations > Manual Actions.

• It may take a moment to show up because the action is queued.

10. Key takeaway 4:56

• The new process is much simpler than before.

• No extra tagging or complicated steps are needed.

• Use simple dropdowns or the workflow to push leads into the single-line PowerDialer.

• If you have questions, reach out for help.

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.