Introduction

A "Personal Virtual Number" is a virtual number that allows you to make, and receive calls/texts with Lofty and is utilized by an individual user. The Personal Number has its own allocated usage and you will need to upgrade your call/text package in order to obtain the Personal Number.

This is different from what is referred to as a "Company Number" which is a virtual number that is shared by all team members on a Lofty team.

 

Summary

• Set up Personal Virtual Number
• How it Works 
• Bridge Number
• Learn More
• FAQs

 

Set up Personal Virtual Number

1. Purchase a call/text package.

If you do not already have a call/text package, please see this article: Add Call or Text Packages. 

 

2. From your CRM, is to navigate to Settings>Call/Text >Call/Text Settings>Info & Settings:

 

Click on "Select A Personal Number"

 

Choose your country code (only the U.S. and Canada are supported):

 

Enter your area code and then choose from the available numbers in that area code:

 

Once you have selected the number, click on the blue "Save" button to continue:

 

You should see a notification saying that it is being configured and try again. 

 

Once the system is done processing your Personal Virtual Number, the number you selected will appear under the Numbers block. 

 

The Personal Numbers are pulled from a "pool" of numbers. Only numbers available from that "pool" will be displayed. If you are looking to port in a number to use as a Personal Number, please see this article: 

Port In Number(s) to Lofty

 

Changing Your Personal Number

You can change the Personal Virtual Number at any time by deleting the current number and setting up a new one:

 

*Please note* If the number is deleted, there is a very high chance you will not get the same number back. Be positive you want to change the number before deleting it. 

 

How it Works 

The Lofty dialer does not have integrated VoIP service. Meaning Lofty is not a service provider.

The Personal Number that is purchased through Lofty is used to trigger the call and connect to your "Bridge Number" which should be your mobile phone number or a VoIP number.

 

Calling from Lofty via Desktop- Outbound

When calling via Desktop, select the lead you want to call: 

 

A pop-up window will appear and will start calling the lead: 

 

At this point, a call will come to the Bridge Number which needs to be answered before the call can connect to the lead.

 

*If you are calling multiple leads with the 3-line dialer, please see this article: Three Line Dialer Guide

*If you are using a Smart Call List, please see this article: Smart Call Lists

 

Calling from Lofty via CRM mobile app- Outbound

When calling from the CRM app there will be an option to call with the Personal Number OR the cell phone:

 

 

If you choose to call with the Personal number, the call will still need to connect to your mobile phone number in order to call the lead. 

If you choose to call with the Cell Phone Number, the call will not be recorded in Lofty. 

 

Inbound Logic

Receiving calls from leads works very similarly. The lead will call the Personal Virtual Number and the call will then connect to your "Bridge Number". 

If you miss a call, the lead may receive an "inbound voice message", depending on your call package. 

Learn More: Voice Messages for Inbound & Outbound Calls

 

Bridge Number

You cannot connect a call via Lofty without setting up your bridge number. To set up the bridge number navigate to Settings>Call/Text >Call/Text Settings and click the edit icon. Enter your mobile phone number or VoIP number and click "Save".

*Please note that if you are using an international number as your bridge number, you must include the country code as well as the city/area code. 

 

Once the bridge number, call/text package and personal virtual number are set up, you will be ready to make/receive calls and texts. 

 

Learn More

Adding / Removing Call or Text Packages

Billing, Usage, and Availability for Call/Text Packages

Getting Started with a Virtual Number

Call/Text Package Settings

Receiving Calls from Leads

Dialer Best Practices

 

FAQs

Why is the Personal Number not connecting to the Bridge Number?

• Check that your Personal Virtual Number is not blocked on your mobile phone
• Check for spam settings such as "silence unknown callers"
• Try to add your Personal Virtual Number as a contact on your mobile phone
• If you are using an international number as your Bridge number, please ensure you have added the full phone number. This would include the country code and city/area code. 

How can we prevent receiving spam calls to the virtual number?

• Try adding your Personal Virtual Number to the National Do Not Call Registry
• Change your Personal Virtual Number

Why is there a delay when connecting from the Personal Virtual Number to the Bridge Number?

• If you are using a VoIP, like Google Voice, there is often a delay when making a phone call. This is expected behavior when using VoIP. 
• If your Bridge Number is an international number, there may be a slight delay when connecting. This is also expected behavior. 

How does texting work with the Personal Virtual Number?

• See Texting via Lofty

 

Questions?

If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or chat with us through your CRM.