Steps to Set Up Close for Inbound Calls - Enable Custom Ring Orders

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rifat28dddd
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Joined: Fri Dec 27, 2024 12:11 pm

Steps to Set Up Close for Inbound Calls - Enable Custom Ring Orders

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3. Program your IVR Phone Menu. A good phone menu is like an air traffic controller. It gets everyone where they want to go, quickly and securely. Choose up to 10 dialing options for inbound calls, and decide whether they pass to specific group members, forward to an external number, get sent to voicemail, or hear the options again. Set a default action in case the caller doesn’t select an option!

Program your IVR Phone Menu
For example, Option 1 might send callers to a specific team member. Option 2, to the sales group number. Option 3, to your external customer service team. And so on. The default action might repeat the options if they don’t dial an option.

4. Record your Custom Greeting. Upload or record your personalized greeting for the IVR Phone Menu. This gives you an extra level of connection with callers.

5. Enable custom Ring Orders and Durations. How do greece telegram data you want your team to receive the calls? Select the ring order—all-at-once or round-robin—to distribute callers among your team members (for those routed to the group number). Now, set ring durations to give them more (or less) time to pick up.

An example? You set ring order to round robin and can also set ring duration to 15, 30, 45, or 60 seconds. The system will ring your first rep (or agent) for (e.g.) 30 seconds, the next rep (or agent) for 30 seconds, and on and on.

6. Set your fallback forwarding number (+ voicemail message). Specify the forwarding number—where the call should go—in the event you or your team don’t answer. This might be a mobile number, a different team member, or a circle back to the Phone Menu. Alternatively, route the call to voicemail. (Objective: Don’t send callers into a black hole.)

Close can do even more. Receive inbound calls on the Close mobile app, but if you still miss the call? Missed calls show up in your Close inbox. And naturally, you can seamlessly transfer in-progress calls as needed. These are standard features included in all Close plans.

Start Outbound Calling in Close with These 4 Steps
Inbound calls? Covered. Outbound calls? Covered, too.
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