| Table of Contents | ||||
|---|---|---|---|---|
|
...
Click the dropdown arrow in the Call Routing Recording field and choose a file.
...
To To Customize a Recording
Click the + sign in the Call Routing Recording field.
The Upload Recording window opens.
Drag and drop the customized recording file into the window. The file may be up to 120 seconds long and must be in a .wav or .mp3 file format.
...
Click the dropdown arrow in the Disclosure Recording field and choose a file.
...
To To Customize a Recording
Click the + sign in the Disclosure Recording field.
The Upload Recording window opens.
Drag and drop the customized recording file into the window. The file may be up to 120 seconds long and must be in a .wav or .mp3 file format.
...
When a lead is auto-created (see Auto Create Application), the status that in which the lead starts in can be defined in the Initial Status field dropdown. Contacted is the most frequently selected option for a new call. The status describes the disposition of a lead and where the lead currently stands within the loan process.
...
Click the + sign in the Inbound Routing Number field.
The Purchase Inbound Marketing Numbers window opens. Select a number through one of the three following options:
Purchase a toll-free number by clicking Purchase Toll Free Number. These are more expensive than purchasing a number with a local area code.
Purchase a local number by checking the box by the area code you would like and clicking Purchase.
Purchase a local number by clicking the three dots in the Area Code field and selecting Filter. You may select an area code from the list or enter one in the Search field. Click Filter to add the selected area code to the list in the Purchase Inbound Marketing Numbers window.
In the Purchase Inbound Marketing Numbers window, check the box by the added area code and click Purchase.
Click Yes to confirm your purchase in the Confirm Purchase window. Toll-Free Numbers cost $10 per month and 5 cents per minute. Local Numbers cost $3 per month and 2 cents per minute.
A blue popup notification appears confirming the purchase is in progress.
A green popup notification appears confirming the purchase is successful.
The newly selected number appears in the Inbound Routing Number field.
...
| Info |
|---|
Note: The Post URL is a different URL than those typically found in a lead post. This URL is used only for leads posted over and related to a transferred call. It is only used for Inbound Call Routing if data is posted over. |
...
Show Incoming Call
...
Detail
The Show Incoming Call Details Detail toggle is a feature that enhances the call management process by providing users with comprehensive information about incoming calls that match a lead in the system. When By default, the toggle is turned on, On and the system will display displays essential details such as the caller's Namename, Phone Numberphone number, Statestate, and Loan Typeloan type. Users will receive instant notifications containing this information whenever a call aligns with a lead. The notifications are designed to be interactive, allowing users to click on them and open the corresponding lead directly. This feature streamlines the lead management process, enabling users to identify and respond to important leads with ease quickly.
...
Show incoming Calls Deails Toggle On:
...
Displays known details
Show incoming Calls Deails Toggle On:
Hides known lead details
...
Changing the toggle to No disables this feature and the details will be hidden from the call notifications.
...
“Show Incoming Calls Detail” Toggle: On
...
“Show Incoming Calls Detail” Toggle: Off
...
Common Popup Notifications
...
When a request is made to an Action Post Url, either a lead is created but not assigned (Prospect), or a lead is updated if we find an assigned lead (Application) from the same campaign by matching phone number.
EXAMPLE RESPONSES
Scenario 1: New prospect was created on Insellerate.
{
"StatusCode": 1,
"Data": {
...
"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 2: Matching applicationId (prospect that is assigned to an agent) from the campaign was found and information was updated using the request data.
{
"StatusCode": 1,
"Data": {
...
"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 3: No prospect is created due to matching prospect found (from the same campaign) that has not yet been assigned.
{
"StatusCode": 1,
"Data": {
...
"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 4: Scenario 4: Action Post found a matching applicationId, but there were no fields to update.
{
"StatusCode": 2,
"Data": {
...