Local Phone Number

Kasia Barnett

Created Oct 14, 2022

Local Phone Number

112
    a

Deftsales

17 Steps
1

Click on Settings

Click on  Settings
2

Click on Phone Numbers   

Click on Phone Numbers   
3

Click on Add New

Click on  Add New
4

Enter Area Code

Enter Area Code
5

Click on Search

Click on Search
6

Expand Advanced section to narrow down your search

Expand Advanced section to narrow down your search
7

Enter Locality

Enter Locality
8

Click on Search

If the desired locality is not available, you can try again later or enter a different locality that will work for you.

Click on Search
9

Enter another Locality

Enter another Locality
10

Click on Search

Click on Search
11

Click on Contains and enter a sequence of numbers

You can narrow down your search results even further by entering a sequence of numbers that you wish for your new phone number to contain.

Click on Contains and enter a sequence of numbers
12

Click on Search

Click on Search
13

Click on Select

Click on Select
14

Click on I'm sure

Are you not sure about the chosen phone number? Change your selection by clicking on 'Let me look one more time' and selecting a different number.

Click on I'm sure
15

Click on Assign

Once the number is added to your AMP Phone Numbers, you can assign it to a chosen Lead Source or even Locality.

Click on Assign
16

Assign your local Phone Number to a chosen Lead Type

Leads coming from a territory with populated Assigned Number will be called and texted from the selected local phone number. If no unique number is assigned, leads will be called from the AMP Phone Number.

Assign your local Phone Number to a chosen Lead Type
17

Click on Save Smartvestor Settings

Don't forget to Save your settings. You're all set up!

Click on Save Smartvestor Settings
Well done!
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