Video Guide to Usage & Setup of Phone Numbers for Enhanced Inbound
Watch this video to learn how to setup your phone numbers if you have the Enhanced Inbound or Hosted Voice add-on.
Also be sure to read the sections below the video to learn about important updates.
Updates to the Video:
Voice Mail Feature
A Voice Mail feature is now available as part of the Hosted Voice upgrade.
Copy the Assigned User on All Inbound SMSs
You can specify that the email address provided in the “Assigned User’s Infusionsoft ID” field should always receive an emailed copy of every inbound SMS text message, in addition to the copy turboDial sends to another User who is the intended recipient of the inbound SMS.
By checking the box indicated here the Assigned User’s email address will be copied on all inbound SMSs.
Forward to Contact Owner
See this guide section for details on the “Forward to Contact Owner” feature for sending inbound calls to the owner of the associated contact record.
Time of Day Routing
See this guide section for details on the “Time of Day Routing” feature.
Backup Forwarding Number
The above Guide video for Enhanced Inbound does not describe an additional field now required in the second configuration screen. The “Backup Forwarding Number” is now required. This number is a direct line phone number that can be used when network or system errors prevent forwarding an inbound call according to the configuration you have provided for the Inbound Number. If an error is encountered while delivering an inbound call to your forwarding destinations the call will instead be delivered to the Backup Forwarding Number. Enter a phone number here that does not require an extension, and it cannot be a softphone client address.
This Backup Forwarding Number is required only during certain network or system failures and provides an extra measure of assurance that your inbound calls will be delivered. You are likely never to need this extra measure of reliability. And of course this safeguard cannot ensure your calls will be delivered in all failure scenarios.
Assign an Inbound Number to a User:
To learn how to assign an inbound number to a user, click here.
Restrict Outbound Use of a Number
- the user set as “Assigned User…” from the top of the first config screen
- the users designated to receive Inbound Call Screen Pops. If you select “Send to All” then there can be no restrictions on the use of the number for outbound.
- the users whose Infusionsoft ID Email address is entered in the “Simultaneous Ringing Destinations” list on the second config screen.
The Alerts/Screen Pops you receive for Inbound Calls and other purposes include a set of Assign Buttons. Here’s a quick reference to the purpose of those Assign buttons in the screen pop:
- Blue Triangle: View. Click this button to view the Contact who has been assigned. Assign yourself as the note owner. But, if it is already assigned to a User, then it will not be reassigned to you.
- Blue Plus sign: Add. If the note is not assigned to a Contact (or assigned incorrectly) and the Contact does not exist, then click on this Add button to create the Contact and assign the note to that new Contact. The Add button will also assign yourself as the note owner.
- Blue Up Arrow: Re-Assign. If the note is not assigned to a Contact (or assigned incorrectly) and the correct Contact does exist, then click this Re-Assign button to change assignment of the note to the currently viewed Contact. The Re-Assign will also assign yourself as the call note owner.
Please note. The Assign Buttons can change the owner assigned to a call note record. However they will never change the owner of the contact record.
Optional: Auto-Create Contact Record
In Global Options, the account owner may set an option to Add Contact on Inbound Call/SMS. See Global Options for more information.
Notification on your Mobile Device about an Inbound Call
If you have the turboDial Mobile (native) app installed on your mobile device you can receive a notification alert on your device when an inbound call arrives in turboDial.
See full details at this page.
Important note About Phone Extensions
When adding phone numbers to the “Forwarding Destinations for Inbound Calls” screen it is strongly recommended that you do not enter numbers that require an extension. A number with an extension is OK to use if you are forwarding to a single destination. However if you are forwarding to multiple destinations then a number with an extension effectively disables the Simultaneous Ringing feature. This is because the PBX for the number with an extension will immediately answer the inbound call to ask for the extension, and by answering it stops the other numbers from ringing.
Regenerate a Screen Pop
See the Contact Search Tool guide for information on how to re-generate a screen pop alert for an inbound call. You may need to regenerate a screen pop if the screen pop for an inbound call is not available on your turboDial panel and you need to access the assign buttons.