The web phone lets your people call leads from LeadVault, through their computer's microphone and speakers. It's an add-on, billed by the minute on your monthly bill. The page shows the price.
Turn it on
Account admins: Settings, Web phone. Tick Use the web phone.
During the free trial, add a card under Billing first. The web phone doesn't work on a trial without one.
Get a number
- Under Get your company's number, type an Area code.
- Pick one of the numbers offered, and give it a name if you like (Main line).
- Press Get this number.
Each number has a small monthly price. You can have up to 10. Everyone calls from your first number unless you pick another for them under Who calls from which number.
Already have numbers your leads know? Bring them to LeadVault.
Make a call
Press Call on a lead's page or on its row in the list. The call panel opens on the right: Connecting, Ringing, then the time, with Mute, Keypad and Hang up. When the call ends, pick how it went, add a note, and save.
- The lead hears This call is recorded. before you're connected.
- The recording and its words are kept on the lead's timeline, and Vaulty sums the call up in a few sentences.
- The first call asks for your microphone. Chrome, Edge, Firefox and Safari all work.
More settings
- Hide the last 4 digits of leads' numbers from agents, so they can only call through LeadVault.
- Call numbers outside the US and Canada (off to start; those minutes cost more).
- Vaulty sums up each recorded call (on to start).
New numbers can show as "Spam Likely" until they're registered. Set up Caller ID as soon as you have a number.
Didn't answer it? Ask us.