Adding Default Number to Leads in Other Campaigns

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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.

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