Inbound calls can be forwarded to a cell phone but they cannot be answered in the desktop application. You can only make outbound calls from the app.

Inbound Call Routing is the process that happens if a prospect calls back the phone number from a text message or the phone call that they received from your CRM outbound number or a number they found on your website, funnel, etc. When a campaign sends out text messages or calls the outbound phone number is the phone number that you set up in the Settings → Phone.

Step 1: Company Phone.

 

  •  If you did not set up a specific Call Forwarding Number and the lead is not assigned to a specific user via a user assigned campaign the call will be forwarded to the Company Phone.
  • To see which number is in Company Settings, go to Settings > Business Info > Company Data, update the phone number.

Step 2: If you did assign a Call Forwarding Number but the lead is not assigned to a specific user, the call will be forwarded to the set Call Forwarding Number. 

  •  To update the Call Forwarding Number here’s what you need to do. Go to  Settings > Phone Numbers > Edit > Enter the forwarding number > Update. 

Step 3: User Phone.

If the lead is assigned to a user via a user assigned campaign the call will be forwarded to the User Phone. 

  • To update the User Phone here’s what you need to do, Go to Settings > My Staff > Team Management.
  • Fill out the form including the phone number.
  • Click Save to confirm your changes.