Managing Customer Leads
The Customer Leads page lets you upload phone numbers to leads.
Ensure you have added a SIP Connection prior to uploading numbers.
| ➢ | To upload numbers: |
| 1. | From the Live CX drop-down list, choose Live CX > Open Services Page. |
The table below describes the parameters in this page.
|
Parameter |
Description |
|---|---|
|
Name |
Name of the service. |
|
Customer |
Name of the attached customer. |
|
Channel Name |
Name of the attached channel. |
|
Status |
Deployment status (see Deploy Status and Status Indicators). |
|
Consented On |
The time and date when the customer service was deployed. |
|
Last Modified |
The time and date when the service was last updated. For example, numbers uploaded. |
| 2. | Open the ...menu for the Customer Lead that you wish to upload numbers, and then choose Upload Numbers. |
| 3. | From the Calling Profile drop-down, choose the Calling Profile to apply to the number. |
| 4. | From the Customer SIP Connection drop-down, choose the SIP Connection to apply to the number. |
| 5. | In the Service Info field, enter the name of the Service for which you are uploading. This field is used by the Metering service. |
| 6. | Click Export Example to open a CSV file including example phone numbers. All numbers should be configured in E.164 format. |
Phone number validation rules are in accordance with E.164. The E.164 format requires the following:
| ● | A + sign. |
| ● | Country calling code (international). |
| ● | Local area code. |
| ● | Local telephone number or subscriber number. |
The number has the following structure: [+][country code][area code][subscriber number].
Example United States Telephone number: +12127881500
| ● | Country code: 1 |
| ● | Area code: 212 |
| ● | Subscriber number: 7881500 |
The figure below shows how to configure the cells with the '+' value before the country code prefix.
| 7. | Do one of the following: |
| ● | Click Add Number to add individual numbers. |
| ◆ | From the drop-down, choose either Single or Range. |
| ◆ | Enter the number to upload and then click Submit. |
A confirmation message is displayed.
| ● | Click Import File to import a CSV file containing a list of numbers. Click Export Example to export a template file. |
| ◆ | Browse to the location of the file. |
| ◆ | Click Import. |
The number of valid and invalid entries in the CSV file are indicated. Close the dialog.
| 8. | Click Submit (click  to remove the entry). |
A confirmation message is displayed.
| 9. | Click the Numbers Management tab. Search for your customer and view the new numbers that you have just added. |
