Your first day with DialDesk.
DialDesk helps you organize outbound calling, record outcomes, and keep follow-ups visible. Your working data is saved in this browser on this device.
1Add your contacts
Open the workspace and choose Add contact. Enter a name and, when available, a company, phone number, email and notes. Save the contact to add it to your local list.
2Import an existing lead list
Choose Import CSV from the workspace. Your CSV must include a Name or Full Name column. Optional columns are Company, Phone, Email, Notes and Do Not Call. The import tool matches an existing record by phone number and updates its imported details; existing call status and callback details are retained, and an existing Do Not Call flag is never cleared by an import.
Download the DialDesk CSV import template.
3Work your call queue
Open Call queue and search or filter your active contacts. Choose Call / log to open the call result form. If a phone number is saved, Launch call on this device opens the phone application supported by your device. You place the call yourself; DialDesk does not dial automatically.
4Save the result and next step
Choose a disposition such as Connected, Interested, Callback, Appointment set, Voicemail, No answer, Not interested, Wrong number or Do not call. Add notes. For a Callback result, choose the date and time before saving. The result appears in Call history.
5Respect do-not-call requests
Mark a contact Do not call when appropriate, or select the Do not call disposition when logging a result. DialDesk marks that record and blocks its call action and active-queue listing. This is an organizational aid, not a compliance determination or a replacement for required suppression-list procedures.
Manage and remove contacts
Choose Edit to update a contact. The contact editor also lets you delete a contact; its existing call-history entries are retained. A Do Not Call flag can be changed only by deliberately editing that contact, not by importing a CSV over it.
Back up and move your records
- Export contacts CSV downloads your contact list.
- Export call history downloads your saved call outcomes and notes.
- Backup data downloads a JSON backup containing contacts, call history and your daily goal.
- Restore backup replaces the current local records with the contents of a DialDesk backup. Confirm carefully before restoring.
What DialDesk does not do
DialDesk is not a phone carrier, predictive dialer, autodialer, hosted CRM, cloud backup service, or legal/compliance system. It does not verify consent or determine whether a call is lawful. You are responsible for applicable consent, do-not-call, telemarketing and calling-time requirements.