TOPICS COVERED IN THIS ARTICLE:
- What Is Local Presence?
- How to Access Local Presence Setup?
- How Does Local Presence Integrate With Other Caller ID Features?
- How Do I Know What Number I am Presenting to the Lead?
What is Local Presence?
Local Presence allows clients to present a Caller ID to leads that represents an Area Code related to the geographic location of the lead. Calls placed by leads to these area code automatically are routed to the lead's owner in LeadManager, providing a seamless experience to the lead.
How to Access Local Presence Setup
First, access the Menu page by clicking on your name in the upper right of the header.
Under Preferences, click on Client Settings
Click on the Call Settings: Client Tab
How Does Local Presence Integrate with Other Caller ID Features?
When Local Presence is enabled, agents can choose between the following Caller IDs within the Dialer Display when enabling “agents to select which Caller ID to use” in Client Settings.
- Lead Source (formally campaign)
- Local Caller ID
- Company Caller ID
- Agent Caller ID
- Dial-IQ Phone
How Do I Know What Number I am Presenting to the Lead?
When Local Presence is in use by an agent, the number presented to the lead as the local Caller ID is shown in the Dialer.