1. Dialer PrerequisitesPlan out your implementation before enabling Dialer in your organization.
2. Dialer LimitationsBe aware of the limitations that apply to Lightning Dialer.
3. Enable Lightning DialerTurn on Dialer from the Dialer Settings page in Lightning Experience.
4. Add Dialer to the Utility BarUse the App Manager to make Dialer available from the utility bar at the bottom of thepage. The utility bar gives your sales reps quick access to commonly used tools.
5. Assign the Dialer Permission Set to UsersAssign the Dialer licenses to users from Setup.
6. Enable Local PresenceShow local numbers when calling customers with Lightning Dialer. Enable the feature fromthe Local Presence page in Setup.
7. Enable Call MonitoringUse Call Monitoring to coach sales reps using Lightning Dialer. Enable the feature fromthe Dialer Settings page in Setup, then create a permission set with the Access Dialer Monitoringpermission and assign it to managers.
8. How Do I Manage Dialer Usage?See your org’s Dialer usage from Setup.