ONBOARDING
To ensure your sub-accounts comply with local phone number regulations and maintain uninterrupted service, we provide a country-specific guide to regulatory requirements. Many regions require identity documentation. To avoid potential disruptions, please provide the necessary information for each country where you operate. This article explains how and where to submit this information within the app.
Adding a Card/Payment Method
Completing Regulatory Bundle
Purchasing a Phone Number
Phone Number Advanced Settings
PHONE NUMBER & COMPLIANCE
Adding a card to your company billing is essential to purchase a phone number within the CRM.
To add a card: Go to Settings > Company Billing > Add Payment Method
Go to >Settings>Phone Numbers
You can now PURCHASE A TWILIO NUMBER - "Please Select Bundle/Address'' to Purchase Number.
For Dual Functionality (Voice and SMS enabled) Phone Numbers, please choose Mobile for the type of Phone.
Fill in your company information on the ''Lead connector Phone Service'' form.
Once your Regulatory Bundle / Address is set-up, go to Manage Numbers to purchase a phone number within the system.
NOTE:
Before purchasing a phone number within the system, it's crucial to complete the Regulatory Bundle Compliance. This involves adding a dedicated card within your CRM to document all compliance-related activities.
By completing this step, you ensure your organisation is fully prepared to meet regulatory requirements and minimise the risk of non-compliance.
ONBOARDING
Comply with local phone number regulations and minimise the risk of disruption to your phone and SMS system.
You can now PURCHASE A TWILIO NUMBER - "Please Select Bundle/Address'' to Purchase Number
For Dual Functionality (Voice and SMS enabled) Phone Numbers, please choose Mobile for the type of Phone.
Fill in your company information on the ''Lead connector Phone Service'' form.
Once your Regulatory Bundle / Address is set-up, go to Manage Numbers to purchase a phone number within the system.
NOTE:
Before purchasing a phone number within the system, it's crucial to complete the Regulatory Bundle Compliance. This involves adding a dedicated card within your CRM to document all compliance-related activities.
By completing this step, you ensure your organisation is fully prepared to meet regulatory requirements and minimise the risk of non-compliance.
© Copyright 2023. AGENT by I Need Leads Ltd.
All Rights Reserved.
© Copyright 2023. AGENT by I Need Leads Ltd. All Rights Reserved.
NAVIGATION