How to Set Up Inbound Call Routing in GoHighLevel
Updated November 23, 2022
Missed or misdirected inbound calls can cost agencies leads and damage client trust when call routing is misconfigured in GoHighLevel. Follow this guide to correctly set up user phone numbers, forwarding rules, and company fallback routing so every inbound call reaches the right person.
Inbound Call Routing is the process that happens if a prospect calls back the phone number from a text message or the phone call that they received from your CRM outbound number or a number they found on your website, funnel, etc.
When a campaign sends out text messages or calls the outbound phone number is the phone number that you set up under Settings > Phone.
NOTE: Inbound calls can be forwarded to a cell phone but they cannot be answered in the desktop application. You are able to make outbound calls from the app.
Overview:
- If you have a Twilio phone number assigned to a user, the inbound call will route to that user, if the lead is assigned to a user.
- If there is not a Twilio phone number assigned to the user, even if the lead is assigned to the user, it will forward to the forwarding number
- If the lead is not assigned to a user, it will then go to the forwarding number.
- If there is no forwarding number setup, then the call will route to the company number.
Step 1: Setting Up Your User Phone
- If the lead is assigned to a user, the call will be forwarded to the User Phone.
- To update the User Phone navigate to Settings > My Staff > Team Management.
- Fill out all the appropriate user information, including the phone number.
- Click Save to confirm your changes.
Step 2: Setting Up Your Forwarding Number
- If you did assign a Call Forwarding Number but the lead is not assigned to a specific user, the call will be forwarded to the set Call Forwarding Number.
- To update the Call Forwarding Number navigate to Settings > Phone Numbers > Edit > Enter the forwarding number > Update.
Step 3: Setting Up Your Company Phone
- If you did not set up a specific Call Forwarding Number and the lead is not assigned to a specific user, the call will be forwarded to the Company Phone.
- To see which number is in Company Settings, navigate to Settings > Business Info > Company Data, update the phone number.
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