An “account” is any customer or prospect you want DailyDial to keep track of for you. This guide covers everything you can do with them.
Adding an Account
Go to Accounts and click Add Account. Only two things are required: the business name, and how often you want to follow up (the cadence). Everything else — contact details, notes, tags — is optional and can be added later.
You can store two contacts per account: a primary contact and a secondary one, each with their own name, job title, phone number and email. Useful when you deal with both an office manager and an owner, for example.
Priority: A, B or C
Every account gets a priority of A, B or C. This doesn’t change when you get called — that’s controlled by the cadence — but it does control ordering when several accounts are due on the same day, so your most important calls surface first. As a rough guide: A for your best customers or hottest prospects, C for low-value or low-urgency contacts, B for everything in between.
Customer or Prospect
Each account is marked as either a customer or a prospect. This is mostly for your own filtering and reporting — DailyDial doesn’t treat the two differently when it comes to scheduling calls, so pick whichever accurately describes the relationship today and change it later if it evolves.
Tags and Notes
Tags are free-text labels, comma-separated, so you can group accounts however makes sense to you — by region, by industry, by how you found them. Notes are a general free-text field for anything worth remembering about the account itself, separate from the notes you log against individual call outcomes.
Logging a Call or Action
From an account’s page, log the outcome of a call or interaction along with an optional note. This updates the account’s history and, depending on the outcome, moves its next due date forward based on its cadence — so a logged call is also what clears it off today’s list.
Editing, Archiving and Deleting
Open any account and click Edit to change any of its details, including its cadence, at any time.
Archiving removes an account from your active list and daily call rotation without deleting its history — useful for a customer relationship that’s gone quiet but might start up again. Archived accounts don’t count towards your plan’s account limit, and you can restore one at any time from the archived view.
Deleting is permanent and removes the account and its history entirely. If there’s any chance you’ll want the record later, archive instead.
Bulk Import via CSV
If you’re bringing in accounts from a spreadsheet, go to Accounts → Import. Your CSV needs at minimum a name column and a cadence_days column (the number of days between follow-ups). Optional columns you can include: primary_contact, email, phone, mobile_phone, priority, notes, tags, last_contacted_at.
Column names aren’t case-sensitive and spaces are treated the same as underscores, so “Primary Contact” and primary_contact both work. If you don’t include last_contacted_at, DailyDial spreads the first round of calls evenly across your upcoming days rather than dumping every imported account onto today’s list at once.
Exporting Your Data
Accounts → Export downloads all your active accounts as a CSV at any time — useful for your own backup, or for moving your data elsewhere if you ever need to.