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How Inbound Call Routing Works
Jesse Arroyave avatar
Written by Jesse Arroyave
Updated over 3 years ago

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. 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.

Part 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.

Step 1: To see which number is in Company Settings, go to Settings → Company, update the phone number.

Part 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.

Step 2: To update the Call Forwarding Number here’s what you need to do. Go to Settings → Phone Numbers → Edit → Enter the forwarding number → hit Update.

Part 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.

Step 3: To update the User Phone here’s what you need to do, Go to Settings -->Team Management → Fill out the form including the phone number → Click Save

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