This is the part of DailyDial doing the actual work: deciding who shows up on your list today, and what happens to that list depending on how each call goes.
How Today’s List Gets Built
An account becomes “due” once its next scheduled contact date arrives, based on the cadence you set for it. Everything due today (or overdue) appears on your Dashboard, ordered so your A priority accounts surface before B, and B before C — so if you only get through part of your list, you’ve handled the most important calls first.
What Each Outcome Actually Does
When you log the result of a call, the outcome you choose controls what happens to that account’s schedule next. This is worth understanding properly, because a couple of them behave differently to what you might expect:
- Contacted / Email Sent / Positive Call / Requires Quote / Quote Sent — counts as a genuine touchpoint. The account’s cadence resets from today, so it next becomes due in however many days its cadence is set to (and if that date lands on a weekend, it automatically moves to the following Monday).
- No Answer — logs the attempt but does not change the schedule at all. The account stays exactly as due as it was, which means if you don’t log a different outcome, it will keep appearing on your list rather than disappearing for a day. This is deliberate — a no-answer isn’t a completed contact, so it shouldn’t count as one.
- Snooze 1 / 3 / 7 days — pushes the account off today’s list for a fixed number of days without resetting the cadence clock. Use this when you genuinely don’t want to be reminded again for a specific short period, rather than logging a fake outcome just to make it go away.
- Left Voicemail / Callback Requested — pushes the account forward by 2 days, a shorter gap than a full cadence reset, on the assumption you’ll want to try again soon rather than wait for the normal cycle.
Setting Your Daily Call Limit
In Settings, you can set a daily call limit (1–100, default 20) — this is the “0 / 20” style count you see on the Dashboard. It’s mainly used to spread newly added or imported accounts sensibly across upcoming days rather than dumping them all on one date, so a big CSV import doesn’t leave you with 200 calls due tomorrow.
Holiday Mode
Going away? In Settings, enable holiday mode with a return date. While it’s active, no accounts will surface as due. When you come back and turn it off, DailyDial automatically reschedules whatever built up while you were away, spreading it across the days ahead rather than presenting you with everything at once on your first day back.
Tasks: For Everything That Isn’t a Call
Tasks is a separate, simple to-do list for anything that doesn’t fit the account-calling cadence — a one-off reminder, a document to chase up, anything with its own due date. Add a title, optional notes, and a due date. Mark it complete when it’s done, or reopen it if you need to. You can also convert a task directly into a quote against an account, if the task was leading up to sending one.