Program your IVR Phone Menu
Posted: Sun Feb 02, 2025 4:23 am
Follow these six steps, and you’ll be managing inbound calls in no time:
1. Convert your group number to a Premium Number. Select the group number you want to upgrade in Close. That will be your main line and/or sub-main lines (like sales) if you’re a larger organization. Premium Number upgrades run $19 per line per month and provide all the phone-system-replacement features you need.
Steps to Set Up Close for Inbound Calls
2. Set up lead-based routing to automate the cambodia telegram data process. Lead-based routing matches inbound callers to existing leads in your CRM and routes them automatically according to the Lead Status Rule (e.g., trial, customer, etc.) and/or the Custom Field (e.g., lead owner) you set. Here’s an example. If an existing customer “owned” by David calls, they are routed automatically to David. If he doesn’t answer—depending on how you’ve set it up—this customer will go to support (where customers go) or David’s voicemail. All you had to do was set up the lead-based routing rules, and put it on autopilot!
lead-based routing in Close CRM
Lead-based routing helps avoid decision-making friction and caller misdirection via an IVR. But if a caller’s number does not match your CRM data, just direct them through your phone menu—or straight to another group number (like sales).
3. Program your IVR Phone Menu. A good phone menu is like an air traffic controller. It gets everyone where they want to go, quickly and securely. Choose up to 10 dialing options for inbound calls, and decide whether they pass to specific group members, forward to an external number, get sent to voicemail, or hear the options again. Set a default action in case the caller doesn’t select an option!
1. Convert your group number to a Premium Number. Select the group number you want to upgrade in Close. That will be your main line and/or sub-main lines (like sales) if you’re a larger organization. Premium Number upgrades run $19 per line per month and provide all the phone-system-replacement features you need.
Steps to Set Up Close for Inbound Calls
2. Set up lead-based routing to automate the cambodia telegram data process. Lead-based routing matches inbound callers to existing leads in your CRM and routes them automatically according to the Lead Status Rule (e.g., trial, customer, etc.) and/or the Custom Field (e.g., lead owner) you set. Here’s an example. If an existing customer “owned” by David calls, they are routed automatically to David. If he doesn’t answer—depending on how you’ve set it up—this customer will go to support (where customers go) or David’s voicemail. All you had to do was set up the lead-based routing rules, and put it on autopilot!
lead-based routing in Close CRM
Lead-based routing helps avoid decision-making friction and caller misdirection via an IVR. But if a caller’s number does not match your CRM data, just direct them through your phone menu—or straight to another group number (like sales).
3. Program your IVR Phone Menu. A good phone menu is like an air traffic controller. It gets everyone where they want to go, quickly and securely. Choose up to 10 dialing options for inbound calls, and decide whether they pass to specific group members, forward to an external number, get sent to voicemail, or hear the options again. Set a default action in case the caller doesn’t select an option!