Lead Center Basics

This article is about the original version of Lead Center, which is no longer available to new users. But don't worry! If you are an existing user of the original Lead Center, you can still use that version and will continue to be billed normally. Support docs for the new Lead Center can be found here.

Lead Center is a live dashboard of calls to your business and a browser-based softphone for handling calls and text messages from your desktop.

Using Lead Center, agents can view important information about a caller before they answer the phone, add customer details to a live call, and send outbound calls or text messages to customers using your tracking numbers. This makes Lead Center a valuable tool for sales and support teams who rely on calls for new sales and exceptional customer service.

What's Available in Lead Center

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With Lead Center, you can answer calls to your tracking numbers via your desktop softphone, place an outbound phone call to any telephone number through one of your tracking numbers, as well as send and receive text messages from customers using your tracking numbers. This includes returning calls to customers who have already dialed your tracking number or placing arbitrary calls to another telephone number you wish to call.

 

Activating Lead Center

  1. Click the Account icon in the top left to open the My Account panel, then click Account Settings

  2. Click Billing in the left menu.

  3. Under the section, "Plan and payment selections," find your Calls & Texts plan and click Change Plan.

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  4. Scroll to the bottom of the page and select Lead Center to add this add-on to your account.

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  5. Click Review Changes at the bottom of the page to confirm your selection.

  6. Click Upgrade to confirm your changes. Once you click confirm, Lead Center is automatically added to your account.

  7. A new icon will appear on your main navigation. Click this icon to access Lead Center.

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Create Agents for Lead Center

Add your team to Lead Center to answer calls, respond to texts, and manage leads in real-time. Agents will first need to be an existing user or added as a user in your CallRail account and then assigned to a call flow in order to receive phone calls.

  1. Click the Account icon in the top left to open the My Account panel, then click Users.

  2. Click Create User if the person you want to add to Lead Center is not already a user in your account and add their information using these instructions. Administrators, Managers, and Reporting users can access Lead Center.

  3. Select the user you'd like to make an Agent by clicking their name or the Pencil icon at the right end of their row to edit the user.

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  4. In their user profile under Agent Settings, select "Forward to their softphone" to receive calls on the Lead Center browser app on your desktop.

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  5. Alternatively, add a different phone number to send calls to tracking numbers to another desk phone, personal cell phone, etc.

    Once you've created Agent settings for your user, an administrator can update the Call Flow Builder to include your Agent's name in place of a destination number. Agents can be added to Dial, and SimulCall, and Round Robin steps in the Call Flow Builder. Any telephone number configured in the user's Agent Settings will ring simultaneously before moving to the next step in the Call Flow Builder.

Add Your Agents to a Call Flow

  1. Click Tracking at the top of the page and select the proper company from the dropdown.

  2. Select Call Flows within Calls & Texts from the menu on the left.

  3. Edit a current call flow by clicking its Pencil icon, or choose + Create New Call Flow to create a new call flow.

  4. Select Agent from the destination numbers dropdown menu within a Dial, SimulCall, or Round Robin step. Then, choose the Agent(s) that should be assigned to this call flow step.

  5. Configure your Call Flow to your personal preferences, and click Save at the top of the page when finished.

    Once an Agent is included within the Call Flow Builder, all incoming calls to tracking numbers assigned to that call flow will report the Agent who took the call in the Activity dashboard.

    Read more about reporting on Agents.

Assign Your Call Flow to a Tracking Number

After you create a call flow, you must assign that call flow to your tracking numbers. 

  1. Click Tracking at the top of the page.

  2. Select the Edit (pencil) next to the tracking number you'd like to be a part of your Lead Center call flow. 

  3. Click edit again under Number Options or Number Pool Options to expand the menu. 

  4. Under Forward Calls To, select the Call Flow tab and select your new created Call Flow in the dropdown to assign your Lead Center call flow. Once you do this, calls will forward to the agent desktop softphones via the call flow you created. 

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Allow Access to Your Microphone

Softphone is only available for use in a Google Chrome browser. Any user that would like to use Softphone will need to allow CallRail to access their microphone on each Chrome browser they use. 

If you're a new user logging into your account for the first time, click Enable Softphone Audio in the blue bar at the top of the page. This button will be available once you log into your CallRail account.



A pop-up will appear on your browser. Click Allow to let CallRail access your microphone.



If you're a current user using Softphone for the first time, click Lead Center. A popup will appear at the top of your browser. Click Allow to let CallRail access your microphone.

Enable Desktop Notifications

Once the agent is placed in the call flow, you will need to set up a live desktop notification.  Live desktop notification is a small notification in the top-right corner of your screen when your account receives a phone call. This works even when CallRail is minimized or open in a different tab.

Desktop notifications are only supported by modern versions of Chrome, Firefox, and Safari. You can view the versions of the browsers that support this feature here. All supported versions are highlighted in green on this page.

  1. Click the Account icon in the top left to open the My Account panel, then click Notifications.

  2. Select Calls & Texts from the Notifications section in the left menu.

  3. Click Create Notification.

  4. Choose the company we should include in your desktop notification, the user who should receive this notification, and whether you'd like to be notified of inbound calls and/or text messages. If you've chosen a specific company, you'll also have the option to choose a specific tracking number. Only administrators and managers on your account will be able to choose a different user than themselves on this step. Reporting users can only create notifications for their own login. Click Customize when you're ready to move to the next step.

  5. Add filters to your notifications to get details about specific types of calls you receive. You can also set an optional filter to only receive notifications for customers who have a certain Qualified Status. Click Delivery when you're ready to move onto the final step.

  6. Select Desktop Push Notification and click Save when finished.

Once you're set up, use these help articles to learn how to make outbound calls in Lead Center, answer calls in Lead Center, and send text messages using Lead Center

If you're having trouble with Lead Center, check our troubleshooting help article