Inbound Call Routing to the Mobile App

Overview

Inbound Call Routing in PXME ensures that when a prospect calls back the number from your PXME text or outbound call, the call is routed directly to the LeadConnector mobile app. This allows you to stay connected, answer calls in real-time, transfer calls, and manage inbound communication while on the go.

How Inbound Call Routing Works

• When you set up an outbound phone number in Settings > Phone Numbers, that number becomes the callback number for campaigns.

• By assigning this number to a staff profile and enabling Forward calls to the mobile app, inbound calls will ring in the LeadConnector app.

• Calls can be answered in real-time within the app.

Setup Instructions

Step 1: Assign a Number to a User

1. Go to Settings > My Staff.

2. Click Edit next to the user you want to assign a number to.

3. Scroll to Call and Voicemail Settings.

4. Assign an inbound number to the user profile.

Step 2: Forward Calls to the Mobile App

1. Check the box for Forward calls to the mobile app.

2. This ensures calls made to the assigned number are routed directly to LeadConnector.

3. The app will send a notification so you can answer immediately.

Note: Inbound calls only work if a valid number is set in one of the following:

• Call forwarding number

• User phone number

• Company phone number

Mobile App Features

Inbound Call Transfer

Transfer live inbound calls directly from the mobile app.

• Warm Transfer – Speak to the recipient before transferring.

• Blind Transfer – Instantly transfer without staying on the call.

How to use:

1. Answer the inbound call.

2. Tap Transfer in the top-right corner.

3. Select the staff member or recent call contact.

4. Choose Warm Transfer or Blind Transfer.

Do Not Disturb (DND) Enhancement

Mark a contact as DND to block unwanted calls quickly from:

• Incoming call screen

• Call logs

• Conversations screen

Simply swipe the contact thread and select DND.

Calls Without a Business Number

You can make outbound calls from the app using your personal SIM number (no PXME business number required).

How it works:

1. Tap the call icon within Contacts, Opportunities, or Conversations.

2. Your phone’s native dialer opens with the contact’s number pre-filled.

3. Calls are billed per your mobile SIM plan.

Available in LeadConnector v3.103.4 and above.

FAQs

Q: Why am I getting two calls?
Inbound calls may forward via your User Phone Number or Company Number, which can trigger duplicate notifications.

Q: What if I’m logged in on multiple devices?
You’ll get the call on up to 10 devices at once. Once you answer on one, the others disconnect.

Q: What if I’m part of multiple accounts?
You only receive inbound calls for the most recent account you switched to. Calls won’t route if inbound calling isn’t enabled on that account.

Q: What happens if I get two calls and answer one?
The duplicate call disconnects automatically when one is answered.