Help Center
How DialClear works, one task at a time. Short articles on screening contacts, choosing your settings, compliance records and your account.
Getting started7 articles
- What DialClear does and the two ways to use itA quick tour of what DialClear checks, what it keeps for you, and how to choose between the CRM app and the portal at dialclear.co.4 min read
- Create a DialClear accountSign up at dialclear.co with your email or Google, then add a card and buy tokens so lookups can run.2 min read
- Sign in to DialClearThe four ways to sign in at dialclear.co, what to do when you forget your password, and how signing out works.4 min read
- Install DialClear from the App MarketplaceAdd DialClear to a LeadConnector sub account, pick a plan, and know what starts running the moment the install finishes.4 min read
- Using DialClear in your CRM or in the portalWhat changes when you open DialClear inside LeadConnector compared with the portal at dialclear.co, from the menu to billing and team access.4 min read
- Read your Overview pageWhat each number, chart and list on the Overview page means, and how to change the time period they cover.4 min read
- Switch between accountsMove between the CRM sub accounts you belong to from the account switcher at the top of the portal menu.4 min read
Screening7 articles
- Looking up one number by handScreen a phone number, verify a name against a number, or look up an address from the Lookups page.7 min read
- Scrubbing a list of numbers in bulkUpload a CSV file, match its columns, see the quote, and download your results.9 min read
- Reading a lookup resultWhat every phone flag, trust grade and address result means, and where to find them.6 min read
- Finding and exporting past lookupsFilter, search and sort your lookup history, open a full record, scrub a contact again, and download it all as a CSV file.7 min read
- Scrub a contact by tagging itAdd a DialClear tag to a contact in your CRM to screen it right away, without leaving your CRM.4 min read
- See a contact's verification result in your CRMWhere DialClear writes the contact verification result on a contact, and what each field means.3 min read
- Keeping your numbers screened every 30 daysTurn on Protection so the numbers you already screened are checked again every 30 days, leave out numbers that do not need it, and get an email when one turns flagged.11 min read
Settings10 articles
- Finding your way around SettingsWhat each card on the Settings page does, how to read the connection card, and how to fix a Connection error.4 min read
- Turning on automatic scrubbingChoose which lookups run on their own for new and updated contacts, when each one runs, and what each one costs.5 min read
- Tagging wireless contactsHave DialClear tag every contact whose number is a cell phone, so you can keep those numbers out of automated dialing.2 min read
- Checking for reassigned numbersSign the one time Letter of Authorization, then add the FCC Reassigned Numbers Database check to every automatic phone screen.9 min read
- Only scrubbing contacts that match conditionsAdd conditions to a service so automatic lookups only run, and only cost money, on the contacts you care about.5 min read
- Looking up addresses and time zonesTurn on address and location lookup so each contact gets a cleaned up address and its real local time zone.3 min read
- Verifying a contact owns their numberTurn on contact verification to score how likely each contact's name belongs to their phone number, and add the premium carrier identity match.3 min read
- Turning on automatic DNDHave DialClear mark flagged contacts Do Not Disturb in your CRM, on the channels and for the list types you choose.5 min read
- Managing DialClear fields in your CRMSee which DialClear custom fields are in your CRM, add any that are missing, or remove them all.4 min read
- Giving your team access to DialClearChoose which people in your CRM account can open DialClear, and save the list.3 min read
Compliance5 articles
- Protecting your contacts with ShieldHow Shield copies a flag found on another DialClear account onto your matching contacts, and how to read the Shield page.5 min read
- Managing the agency suppression listAdd and remove numbers that automatic phone screening skips across every account in your agency with Shield in its plan.4 min read
- Saving consent records in the Consent VaultWhat the Consent Vault saves, how each record is sealed, and how to import past consent or upload a call recording.7 min read
- Exporting a consent evidence packDownload every consent record for one phone number, with a check that your vault has not been changed since each record was saved.4 min read
- Getting your written DNC policy and monthly compliance reportsCreate your written Do Not Call policy, and read the monthly report built from your DialClear screening.6 min read
Account7 articles
- Which features are in my planWhat each CRM plan and each direct subscription includes, what a page looks like before your plan has it, and how to change your plan.5 min read
- Manage billing and subscriptionsAdd a card, subscribe to Solo Shield or the DNC Audit Pack, cancel a subscription and find your invoices, for accounts that signed up at dialclear.co.5 min read
- Buy tokens for your lookupsSee your token balance, what each lookup costs, and how to buy more tokens with the card on file.4 min read
- What happens when your token balance runs outWhat you see when a lookup is refused for a low balance, what happens to lookups that run on their own, and how to get going again.3 min read
- Manage your profile and sign in securityChange your name, email or password, add a passkey, turn on an authenticator app and pick light or dark mode.4 min read
- Let your own server look up a contactCreate an account API key on Settings, then have your server request a phone screen or a contact verification on a contact in your CRM.7 min read
- Using the DialClear APIFind your API key on the API page, see what each call costs in tokens, and read the reference for every endpoint.5 min read