If you have a phone number assigned to a user, the inbound call will route to that user's phone number.
If you have also added users to ring the incoming call to, it will ring their desktop/mobile app based on their preference in user settings.
If the lead is assigned to a user. It will route to the assigned user’s phone number
For incoming calls from known contacts, you can manage how calls are routed
If there is not a phone number assigned to the user, the lead is not assigned to a user, and a forwarding number is set it will forward to the forwarding number
If there is no forwarding number set up, then the call will route to the company number.
You can also choose to forward incoming calls to your business phone number
Is the number assigned to a user/staff member?
Yes, the number is assigned to a user/staff member
Routes to the user who is assigned to the number
For incoming calls from known contacts, you can manage how calls are routed:
Go to Settings > Phone Numbers > Advanced Settings > Voice Calls.
Enable the checkbox to route calls to the agent assigned to the contact.
Alternatively, disable the checkbox to route calls to the agent linked to the called number.
No, the number is not assigned to a user
Is the contact/lead assigned to the user?
Yes, the contact/lead is assigned to a user
Routes to the assigned user's phone number
No, the contact/lead is not assigned to a user
Does the number have a forwarding number set?
Yes, the number has a forwarding number set
Routes to the numbers forwarding field
No, the number does not have a forwarding number set
Is there a number in the company phone number field in the Business information tab on the account settings page?
Yes, there is a number in the Business information tab in the Company Phone Field
Routes to the Company Phone field
If the lead is assigned to a user, the call will be forwarded to the User's Phone.
To update the User Phone navigate to Settings > My Staff > Team Management.
Fill out all the appropriate user information, including the phone number.
Click Save to confirm your changes.
.png?alt=media&token=17741920-63b1-4022-abae-8185f78e31af)
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 navigate to Settings > Phone Numbers > Edit > Enter the forwarding number > Update.
You can also choose to forward incoming calls to your business phone number. To enable or disable this feature:
Go to Settings > Phone Numbers > Advanced Settings > Voice Calls.
.png?alt=media&token=34908adc-1897-4fcf-b32a-92232b868f73)
Toggle the option to enable or disable call forwarding to your business number.
If you did not set up a specific Call Forwarding Number and the lead is not assigned to a specific user, the call will be forwarded to the Company Phone.
To see which number is in Company Settings, navigate to Settings > Business Info > Company Data, and update the phone number.
