This guide will walk you through the steps required to set up and start using a phone number with Lead Stack for texting and calling. Follow these steps to seamlessly integrate a phone number into your conversations.

Prerequisites:

Step 1: Accessing Conversations Tab

  1. Log in to your Lead Stack account.
  2. Once logged in, navigate to the "Conversations" tab. This is typically located in the main menu or navigation bar.

Step 2: Setting Up a Phone Number

Option 1: Automatic Prompt (If No Phone Number is Set Up Yet)

  1. If you don't have a phone number set up, you'll see a prompt at the top of the Conversations tab. It will likely read: "Get a phone number to start texting and calling."
  2. Click on the prompt to proceed.

Option 2: Manual Setup via Settings

  1. If you do not see the automatic prompt, you can manually set up a phone number by following these steps:
  2. Click on your account profile or settings icon (usually represented by a gear or similar symbol).
  3. From the dropdown menu, select "Settings."
  4. Within the Settings menu, locate and click on "Phone Numbers."

Step 2.1: Adding a Phone Number

  1. On the Phone Numbers page, locate the "Add a Number" option.
  2. Click on "Add a Number."
  3. Enter an area code of your choice.