Learn how to use the GoHighLevel Lead Connector Phone System and Twilio porting instructions!
Hey guys, what’s up?
Seale the high level queen.
And today I am going to show you guys how
you can get rid of Twilio by using an
integrated lead Connector SMS platform.
And also they are going to handle.
All of your compliance spam, scam.
It’s going to be 10% cheaper and you won’t
have to worry about people signing up
using stolen credit cards,
racking up your bill, and then leaving
you with a massive Twilio bill.
I’m going to show you how to.
Settle this up in three easy steps.
So let’s get started.
Step one, the first thing that you should
do is check out the Help documentation
on what is LC phone system.
This is super important because
the High Level team answered all of your
frequently asked questions regarding
the process and I’m going
to show that to you.
But I do want to COVID some
basic things first, okay?
So you actually can port your
numbers over into Lead connector.
You’re not going to lose your phone
numbers, so that’s the first thing.
Secondly, the recordings and all of the
history could possibly be in jeopardy.
So you want to make sure that you back up
all of your Twilio stuff,
And I have a different
video on how to do that.
Make sure you back all that up if that
stuff is important to you, just in case.
Now the cool thing about this,
not only is it 10% cheaper and they handle
all of your registration for you,
but they also handle spam and scam.
And you can go through this Help.
Doc to find out more about it.
But basically they are going to also
error monitoring, better compliance.
It’s going to be more
effective and affordable.
And you don’t need to sign
up for Twilio anymore.
If you already have it, that’s okay.
You can easily migrate
and you’re going to save 10%.
Okay, so what the first thing
that we’re going to do here is we’re.
Going to go into High Level and.
We’Re going to go up
into the Agency Settings.
If you’re not already there, you can click
this menu and click on go to Agency View.
Then you’re going to go into Settings.
And you’re going to click on Phone System.
Okay, now you can see here that.
I have a ton of high level accounts.
okay, so it looks like at the time of this
video they have paused
switching to Lead Connector.
However, by the time I upload it, they’re
probably going to have it back up.
So what you want to do is you can either
switch all sub accounts to Lead connector
or you can do them one at a time.
You can kind of do a smaller account,
see how it goes, try it
and then see if you like it.
so you’re just going to click on Switch to
Lead Connector and it’s really that easy.
You’re going to go through a number
of prompts that are going
to kind of walk you through it.
Okay, so this is what
the screen looks like.
It’s going to tell you
that the migration is in progress.
But what this is actually doing
on the back end is it is sending a ticket
into Twilio to port the numbers
over to High Level.
Okay, so you’re going to see this here.
The progress bar following
numbers are being migrated.
Again, you can do multiple at once
and then you’ll see on the main screen
that it is now managed by the
Lead Connector phone system.
The other really cool thing is you can
manage your regulatory compliance,
which I mentioned briefly.
So if you want to do that,
go into the sub account that you’re
trying to set it up for.
Go to Settings on the bottom and then
click on Phone Numbers and you’ll
see your phone numbers here.
If you click on Regulatory Bundle
address, this is actually going
to create a regulatory bundle.
You can upload your business registration,
your business certificate,
rent receipt, utility bill and more.
You can register for a toll
free number with this tab.
So this is way easier than
the process was before.
If you want a toll free number,
all you have to do is fill out this
form and then your trust center.
This is actually where you’re going to set
up your business profiles for a top
your CNAME registration which is
going to improve your deliverability.
So if you’re struggling with getting your
phone calls or text messages going
to junk, make sure you check this out
because that’s going to help a ton.
So that’s how you do those and a couple
of these say coming soon,
but hopefully by the time I upload this
video they’re going to be active and live.
You can go ahead and submit your business
profile for review after you fill it out.
So if you want to do that,
you want to make sure that you update
everything in here and then submit it.
That way you’re ready to go when
the other features become available.
So I hope this helps you guys to set up
your phone system in Lead Connector
instead of Twilio and save
10% on all of your messages.
Don’t forget to like and subscribe so you
don’t miss any future videos from me
and get your free trial
and bonuses using the link below.
I’ll see you next time if you.
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0:39 Step 1: Help Documentation
02:02 Step 2: Switch into Lead Connector
03:52 Regulatory Compliance
04:35 Trust Center
05:43 Nerd Level Academy
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**I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.**