Effective 19th October , the LC - Phone system will be available for all the agencies. You can skip the hassle and directly set up the system with one click.
Why LC-Phone?
LC - Phone eliminates the need to integrate a third-party Telephony provider (Twilio, Plivo, etc.) in order to send/receive an SMS/Call in the CRM.
With LC - Phone, sending & receiving SMS/Calls in the CRM works right out of the box! Read more about it here.
Covered in this article:
Why LC-Phone?
How to use this feature?
Step 1 - Validate the LC - Phone System Access
Step 2 - Convert your agency to ISV
Step 3 - Move existing sub-accounts over to LC - Phone
FAQs
What are the benefits of moving to the LC - Phone System?
What happens to the Existing Sub-Accounts when the agency onboards into LC - Phone?
In which countries are ISV available?
Will SaaS re-billing work if I move sub-accounts on LC - Phone System?
What are the costs of LC - Phone -vs- Twilio?
Where can I see my sub-account phone usage?
Can specific sub-accounts integrate their own Telephony System?
How to use this feature?
Steps to use this feature:
- Agency needs to move to LC - Phone by clicking the button to Switch to LC - Phone System in the agency Phone System - Twilio settings.
- Once the agency is in LC - Phone they will need to move their sub-accounts over.
Note:
You will need to create a Regulatory Bundle/Address when migrating a non-US/Canada sub-account.
Step 1 - Validate the LC - Phone System Access
Effective 19th October at 12:00 PM UTC all the agencies will automatically have access to use the LC - Phone system. Validate the access by going to Agency Setting -> Phone System - Twilio -> Use LC - Phone System modal should be available.
Step 2 - Convert your agency to ISV
- Click on Switch to LeadConnector Phone System
- Read the general information and acknowledge the prompt by selecting the I accept checkbox.
- Hit Confirm.
- Woww!! You are on LC - Phone System now. You should get a success message.
Note: When you switch your agency account to LC, it will create all new sub-accounts under the LeadConnector phone service from that time forward. Once the new sub-accounts (in the future) are taken care of, agencies can start moving their existing sub-accounts over from Step 3.
Step 3 - Move existing sub-accounts over to LC Phone
Some important points to look at before migrating the sub-account:
- Migrating all sub-accounts to LC Phone can only be used once.
- Migrating all sub-accounts will only migrate sub-accounts with the country as US/Canada.
- Each Sub-accounts can be migrated separately also, a Switch to LeadConnector button will be available.
- For migrating a non-US/Canada sub-account you will need to create a Regulatory Bundle and then request the number migration.
A. Bulk Migrate all sub-accounts to LeadConnector Phone - US/Canada sub-account
- Click on Switch all sub-accounts to LC
- Read the general information and acknowledge the prompt by selecting the I accept checkbox.
- Hit Confirm.
- All the accounts will be moved to processing.
You do not need to do anything during this phase. Your old sub-account will continue to work normally. We will automatically detect when phone numbers are moved, and switch to the new sub-account automatically.
Note: As this action will only migrate US/Canada sub-accounts, the process will take around 2-3 business days to complete the migration. If it takes more time please raise a support ticket.
Once this is done your screen will look like this:
B. Migrate a single account to LeadConnector Phone - US/Canada sub-account
- Click on Switch to LC
- Read the general information and acknowledge the prompt by selecting the I accept checkbox.
- Hit Confirm.
- The accounts will be moved to processing.
You do not need to do anything during this phase. Your old sub-account will continue to work normally. We will automatically detect when phone numbers are moved, and switch to the new sub-account automatically.
Note: The process will take around 2-3 business days to complete the migration. If it takes more time please raise a support ticket.
C. Migrate a single account to LeadConnector Phone - Non-US/Canada sub-account
- Click on Switch to LC
- Read the general information and acknowledge the prompt by selecting the I accept checkbox.
- Hit Confirm.
- The accounts will be moved to processing.
- Create a Regulatory Bundle - Move to the location Settings -> Phone Number page -> Regulatory Bundle/Address page
- Fill in all the details and hit submit.
- Once the Regulatory Bundle is successfully created and approved. Reply on the ticket to move the numbers linked to that Address.
- The numbers will then be moved in the next 24 hours.
You do not need to do anything during this phase. Your old sub-account will continue to work normally. We will automatically detect when phone numbers are moved, and switch to the new sub-account automatically
Please Note:
The process will take around 4-5 business days to complete the migration depending on the regulatory bundle submitted. If it takes more time please raise a support ticket.
FAQs
1. What are the benefits of moving to the LC Phone System?
- One-click quick-start.
- Better Cost with real-time billing
- Increased security with a better delivery rate.
- Learn More here.
2. What happens to the Existing Sub-Accounts when the agency onboards into LC phone?
The existing sub-account will not be moved when the agency is moved to LC Phone. For sub-accounts, bulk or one on one migration would be required.
3. In which countries are ISV available?
Twilio ISV / LC - Phone system is available for all countries. We support regulatory bundles, learn more here.
4. Will SaaS re-billing work if I move sub-accounts on LC - Phone System?
Yes, SaaS rebilling will continue to work with LC Phone System.
5. What are the costs of LC Phone -vs- Twilio?
LeadConnector Phone System costs should be the same as Twilio, learn more here.
6. Where can I see my sub-account phone usage?
You can export all sub-accounts phone usage by navigating to -> Agency Settings -> Billing -> See Details (under Credits)
You can also see the usage in sub-account -> settings -> phone numbers -> usage summary
7. Can specific sub-accounts integrate their own Telephony System?
No problem! All new accounts will, by default, use LC - Phone but a third-party Telephony provider can be integrated at any time.
But if your client wants to use their Twilio SID & Auth token instead of the LC - Phone system, please provide the Twilio account SID and auth token so we can disable ISV and revert the location back to using their own Twilio account.
Location ID:
Account SID to replace:
Auth token to replace:
Before disabling LC - Phone, please be aware:
1. All phone numbers currently in this sub-account will be released, so please migrate them over to the new Twilio account before raising a request.
2. This step is irreversible
Related articles:
How to Migrate an Agency and Sub-Account to LC - Phone?
Regulatory Bundle and Address Creation for Sub-Accounts
Toll-Free Number Registration for LC - Phone (US/Canada)