If your account is affected by the sunset of Lead Center, you can take steps to remove it from your account manually. The steps below can assist you in removing Lead Center from your call flows and trackers, as well as removing the plan from your account.
Non-Lead Center options
With the removal of Lead Center, there are three options you can use for outbound calls with CallRail.
- Utilize CallRail's built-in outbound dialer, along with our native messaging application, to make calls out of CallRail using your tracking numbers. This can also be done within CallRail's mobile app.
- Utilize CallRail's integration and partnership with RingCentral. In this route, you will create a RingCentral account and forward all calls to your RingCentral phone numbers. No porting is needed, and all of your attribution data will remain in CallRail. The only difference will be that any outbound calls will be made via your RingCentral number.
- Using another internet phone provider (VOIP), create an account and forward all calls to your VOIP phone number. No porting is needed, and all of your attribution data will remain in CallRail. The only difference will be that any outbound calls will be made via your new VOIP number.
Step One (if needed): Set up new account with a VOIP provider
If you decide to use a new VOIP provider or RingCentral for your outbound call needs, we recommend creating that account first. This way, you will have a phone number to fill in when you move to step 2.
Step Two: Make changes to your tracking numbers and Call Flows
In order to avoid disruption of service, we advise editing any Call Flows to no longer route to Lead Center agents or queues. Once you officially remove Lead Center from your account (as detailed later), these steps will no longer be available.
Please note: If you do not follow this step, all calls will be forwarded to your company’s primary phone number.
To edit your Call Flows:
- Select the Settings icon on the left navigation bar.
- Choose the company where you’d like to edit a call flow.
- Select Workflow at the top of the page.
- Choose the call flow you’d like to edit and select the pencil icon to the right.
From here, you will need to change the steps that involve transferring a call to a Lead Center agent or team. For example, a Dial step can instead forward calls to a Number of your choice. This number can also be your new VOIP or RingCentral number.
Once your Call Flows have been updated, confirm they are assigned to your tracking numbers:
- Select the Settings icon on the left navigation bar.
- Choose the company where you'd like to assign a call flow to a tracking number.
- Select the number you want to make changes to, then select the pencil icon next to Number options.
- Choose the call flow you want to assign to a tracking number in the Forward Calls To column.
Step Three: View call tracking and texting data in CallRail
At this point, you are free to continue using CallRail as you have before.
If you have not used CallRail's outbound dialer, you can learn more here.
If you have not used CallRail's mobile app before, you can learn more here.
If you are using our RingCentral partnership and integration, review this article for more specific migration steps.
Step Four: Remove Lead Center from your CallRail plan
Once you are familiar with the dialer and messaging interface, have completed setup with another VOIP, and have updated all of your workflows, you can remove Lead Center from your CallRail plan.
- Click the Account icon in the top left to open the My Account panel, then click Account Settings.
- Choose Billing from the Manage header on the left.
- Click the Manage Plan button above the plan and payments selections section.
- Under the Lead Center icon, select No Plan.
- Select the blue buttons in the bottom right (Add-ons > Review > Finish) to complete the changes.
This change will be made immediately in your account, and the Lead Center icon on your home screen will be removed.
Please note: If you are using the Lead Center mobile application, you will need to download the main CallRail mobile app. More information can be found here.