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Points to Remember:

  • Using shared phone numbers in Inbox will allow you to track and manage all communications with clients within LeadSimple - emails, texts, and calls.

  • You can provision phone numbers in your chosen area code(s) and configure the routing and voicemail greeting.

  • All phone calls made through shared phone numbers will first call you at the phone number in your profile settings. When you pick up, you will be prompted to press 1 to connect to the contact.

Action Items:

  • Provision your shared phone numbers!

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