If you've activated the SMS and Inbound Call Tracking addon (or already have access through your plan) you'll need to provision a phone number to start sending text messages and tracking inbound calls. LeadSimple gives you two types of numbers to choose from.
Agent Numbers: assigned to 1 user, route calls and texts to that user, can send texts and make outbound calls.
Marketing Numbers: assigned to multiple users and are linked to a particular lead source
We'll learn about provisioning an Agent Number in this article.
1. Navigate to Settings, then Texting & Inbound Calling
2. Click "Provision Phone Number"
3. Select "Agent Number" by clicking the button beneath the number's description, then click "Next".
4. Search for a number by area code and select a number. You'll want a number that's local to your business.
5. Assign the number to a user and select the lead type leads should be created in for new inbound callers (i.e. if a new lead calls your inbound number, LeadSimple will create a new lead from that call in the lead type you select here).
6. Click "Provision Number" to save the number to your account
You now have a number that can send and receive text messages and receive and track inbound calls. These calls and texts will be routed to the agent(s) assigned to them and recorded on the respective lead record inside LeadSimple.
The phone number table will display the call minutes and text messages for each number. You can filter this data by some preset time frames using the dropdown button on the right hand side of the page.
If you want to generate a number to use for marketing (e.g. on your website, a direct mail campaign, etc...) check out the article on provisioning marketing numbers.
A note about call notifications about new leads:
When a new lead comes in and LeadSimple calls you about the lead, and you press 1 to call the lead right away, LeadSimple first checks to see if you have any LeadSimple phone numbers. If you do, it will use that number as the caller ID the lead will see. If you have multiple, it will choose the number with the area code closest to the lead's area code. If you do not have any LeadSimple numbers, it will use your default company line (if you've added one), and finally fall back on your actual phone number as the caller ID.
Why Aren't New Leads Being Created When I Place a Test Call?
If you want to make test calls with your new number, be sure to call your LeadSimple number with a phone number that is not on a user's profile in LeadSimple or exists on a contact in your account already, as no new lead will be created in your account if either of these are true.
You can see if this number is on any user's profile by having all users ensure the phone number isn't here.
You can confirm this number isn't on any contacts or leads in your account already by searching for it without spaces.
If the phone number you're calling from is not on any of your LeadSimple user profiles and is not associated with a lead or contact already in the account, but no new lead is being created, please chat us or email us at email@example.com and we'll be happy to investigate!