Adding Default Number to Leads in Other Campaigns
Adding Default Number to Leads in Other Campaigns
1. To add a default number, go to the left sidebar menu.
a. Click Leads → Active Leads.
b. Click the Add Lead in the upper right-hand corner of the screen. A new window will open.
c. Fill out the Contact Info window.
First Name, Last Name
Primary Contact Number
Lead Source, for example, Billboard (this a Lead Source without specific campaigns running).
Default Number, select default number. Click the drop-down list to select from the phone numbers assigned to campaigns.
d. Click the Add Lead button.
2. To view the default number set to a lead, go to the left sidebar menu.
a. Click Leads → Active Leads.
b. Click the Lead details. The default number will be displayed. Note: The KPI will be tracked under “Billboard → Others”.
3. To view the available number that can be used as the default number:
a. Go to the right sidebar menu. Select Manage Number. The list of the phone numbers will be displayed.
