- Getting Started
- Configuring Your Phone Number
- Advanced Features
- Call Timeouts and Voicemail
- User-Specific Settings
- Conclusion
Effective communication is vital for any business. Whether you’re setting up a new phone number or fine-tuning existing settings in HighLevel, understanding how to manage your phone system is crucial. This guide will walk you through the essential steps to configure your business phone number settings in HighLevel.
Getting Started
Begin by navigating to the settings menu in HighLevel. Typically found at the bottom left of your interface, this section holds various configuration options for your phone system. Select “Phone Numbers” from the left-hand menu. If you haven’t yet acquired a phone number, simply click on the “Add Number” button. Choose the country for your new number, proceed with the purchase, and your new phone number will appear in the list.
Configuring Your Phone Number
Once your phone number is set up, click on the three dots next to it and select “Edit Configuration.” Here, you’ll see several options to customize your phone number settings.
Renaming Your Phone Number
First, you can rename your phone number. This is particularly useful for identifying different lines within your business. For example, you might label it with your business name for easy recognition.
Call Forwarding
Next, decide whether you want to forward calls to another number. Input your mobile number if you wish to receive calls directly on your personal device. By checking the appropriate box, your business number will appear as the caller ID on your screen, helping you distinguish between personal and business calls.
Verified Numbers and Caller ID
For verified numbers, there’s an option to display your phone number as the caller ID during outbound calls. This ensures that your clients recognize your business when you contact them.
Advanced Features
Several advanced features can enhance your call management and customer interaction.
Call Connect
The Call Connect feature requires the receiver to press a key to accept the call, ensuring that the call only goes through if they are available to speak.
Whisper Message
The Whisper Message feature plays a brief message when you answer a call, informing you that the call is from your business line. This can be set to say something like, “You have a call from [Your Agency Name].”
Call Recording
Enable call recording to automatically save conversations for quality and training purposes. These recordings are stored in the conversations tab within the specific contact’s profile. Remember to activate a whisper message that informs callers their conversation is being recorded.
Call Timeouts and Voicemail
You can set timeouts for incoming and outgoing calls. The incoming call timeout determines how long the phone rings before it times out, preventing callers from reaching your personal voicemail. Adjust this setting based on your needs; for example, set it to 4 seconds if you want to avoid callers hearing your personal voicemail. Outgoing call timeout specifies how long the phone will ring before moving on to the next call, with a common setting being 60 seconds.
To manage voicemails, navigate to the business profile and upload your voicemail greeting as an MP3 file. This ensures that all calls directed to voicemail receive a professional message.
User-Specific Settings
The final option allows you to forward calls to all users. You can select users from the drop-down menu and decide whether calls should be forwarded to their web app or mobile app. If both are selected in the user settings, only the web app will ring.
Conclusion
Configuring your phone number settings in HighLevel can significantly impact your business communication. By following these steps, you can ensure that calls are managed efficiently, recordings are stored for quality control, and your clients always receive a professional response. If you have any questions or need further assistance, feel free to reach out.
