After a number is purchased, it can be configured to handle inbound calls, make outbound calls or do both. In this article, we will discuss configuration related to inbound calls.
Configure a Number
Configuring for Inbound Calls
- Select Configure within the Manage Numbers screen to open the configuration window.
- On the Allow Inbound section, an administrator can configure the Record Type, Marketing Channel, Lead Source, Campaign and the Call Flow.
Note: Allow Outbound is discussed within another article.
- Configuring the Record Type and marketing information is important. This information is used in the event a new lead is created automatically based on the call flow. The Call Flow is used as the entry point for a phone number. Perhaps you want to purchase a Toll-Free number for a summer sale. The phone number is then assigned to a call flow to act as an entry point.
- Make sure to configure Call Recordings in your Queue Node within your Call Flow.
Note: Consider using one inbound phone number per Campaign in SalesExec. This will make it easier when reconciling Marketing Performance.