Step 1: Purchasing a Phone Number in Lead Hero CRM
- Navigate to the Phone Numbers Section
- Click on Settings in the left-hand menu.
- Select Phone Numbers from the settings menu.
- Click the "Add Number" button.
- Click "Add Phone Number".
- Choose your preferred country (e.g., USA, Canada, UK).
- In the filter, search for the mobile number. (as it needs to have the SMS ability)
- Click Filter to search for your desired phone number.
- Click Refresh Results to see available numbers.
- Browse through the available phone numbers and choose the one you prefer.
- Click "Proceed to Buy".
- Select the Regulatory Bundle from the dropdown list to connect it with your new number. (mobile or landline)
- If the Regulatory Bundle does not exist in your account for the type of the number you created, you need to first create a Regulatory Bundle. Here are the instructions on how to do this:
- How to submit Business Regulatory Bundle/Address - if you are registered with UK Companies House and you have CRN number
- How to submit Individual Regulatory Bundle/Address - if you don't have the CRN number
- How to Submit A2P Campaign - for businesses in US and Canada
- Confirm your purchase.
Step 2: Configure the new number
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Click Edit Configuration to set up your new number correctly.
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Add a Name
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If this is your main number for texting from Lead Hero, you can name it SMS Marketing or Default Number
- If this number is dedicated to tracking a specific lead source, name it accordingly—such as "PPC Campaign," "Checkatrade," or "Facebook Ads"—to clearly identify its origin.
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Add a Forwarding Number – Choose where calls to your new number should be redirected (e.g., main office, front desk, or mobile phone).
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Deselect the Enable Call Connect feature.
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Enable Call Recording.
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Set Incoming and Outgoing Call Timeout to 40 or 60 seconds.
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Missed Phone Call Workflow Explained
- Our system is equipped to handle these leads efficiently.
- When a call is missed, our system automatically sends a text back to the caller, apologising for the missed call and asking how we can assist them.
- There is an automation so even if it's out of hours, the text message will also be sent
- Update the workflow with specific phone numbers you want it to be triggered by.