Managing the Call Connect Feature on Lead Connector

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Objective

This SOP outlines the steps to manage the Call Connect feature on Lead Connector, allowing team members to modify call forwarding settings effectively.

Key Steps

1. Understanding the Call Connect Feature 0:00

• The Call Connect feature provides a dedicated phone number for your nutrition club.

• Calls to this number are forwarded to your club's phone, allowing you to pick up calls directly.

2. Accessing Phone Number Settings 0:47

• Navigate to the Settings section in the lower left-hand corner of the Lead Connector interface.

• Click on 'Phone Numbers'.

• If the page does not load, refresh it.

3. Identifying Your Phone Numbers 1:00

• Locate the Flow Loyal number assigned to your club.

• Identify the nutrition club number that calls will be forwarded to.

4. Editing Call Connect Configuration 1:13

• Click on the three dots next to your phone number and select 'Edit Configuration'.

• Navigate to 'Advanced Invoices' to find the Call Connect feature settings.

5. Modifying Call Connect Settings 1:25

• To disable the 'press any key to connect' message, uncheck the option.

• Optionally, you can add a whisper message to announce the call source (e.g., 'New call from Flow Loyal phone number').

6. Saving Changes 1:46

• After making your desired changes, click 'Save'.

• Confirm that the changes have been applied successfully.

7. Verifying Call Functionality 1:56

• Test the setup by having someone call the Flow Loyal number.

• Ensure that the call connects without any additional prompts.

Cautionary Notes

• Ensure that you have the correct phone numbers entered to avoid misdirected calls.

• Double-check the whisper message for accuracy before saving changes.

Tips for Efficiency

• Regularly review the Call Connect settings to ensure they meet your club's needs.

• Keep a record of any changes made for future reference.