Steps to Set Up Close for Inbound Calls

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“Before, we used Salesforce as our CRM and Groove as our dialer,” says Jonathan Hinshaw, Sales Director at UGURUS. “One sales rep had trouble making 100 calls per day, because they were always looking for information between the two tools. Now, they can easily hit 200 or even 250 calls in the same amount of time. The speed at which we’re able to operate has increased by 100 percent.”
How to Set Up Your Business Phone in Close
Close has always had powerful calling features because we live to equip small businesses with the necessary tools. Our latest upgrades are especially designed to replace your third-party phone system—and empower your team.

Pro Tip: Ready to follow along, but you’re not a Close user yet? We can fix that. Start your 14-day free trial right now.
Here’s how to get everything in Close.

6 Steps to Set Up Close for Inbound Calls
These inbound calling features are user-friendly and raring to go. They can flex to your team, and scale with your needs—because we know those change.

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.

2. Set up lead-based routing to automate france telegram data the 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).