Quick start
- Navigate to your Sub-account Settings.
- Click on Phone Numbers to access your active lines.
- Locate and click into your Advanced Settings.
Follow the detailed steps below to complete the setup.
Your sales team is grinding. They have a fresh list of high-quality leads spread across the country, and they are dialing for dollars. They make a hundred outbound calls before lunch, but the pick-up rates are absolutely abysmal. Everyone is getting sent straight to voicemail.
Why? Because your team is calling from a single, out-of-state area code. When a prospect in Dallas sees a random toll-free or out-of-state number pop up on their screen, their brain instantly registers it as a spam caller. They hit the red “decline” button before the phone even rings twice. You are burning through expensive leads simply because your caller ID looks suspicious.
You cannot scale a sales operation if your prospects refuse to pick up the phone. HighLevel fixes this instantly with Local Presence Dialing. You can set your phone system to automatically dynamically swap your outbound caller ID to match the exact area code of the person you are calling. When the number looks local, they answer. Let us double your connection rates right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Access Your Advanced Phone Settings
Before we flip the switch, we need to get into the backend of your telecom setup.
- Navigate to your Sub-account Settings.
- Click on Phone Numbers to access your active lines.
- Locate and click into your Advanced Settings.
Part 2: Toggle on Local Presence Dialing
Let us tell the system to start matching area codes automatically.
- Inside your advanced settings, navigate to Voice Calls > Outbound Call.
- Find the section labeled Default Phone Number for Outbound Calls.
- Toggle Enable Local Presence Dialing to On.
Part 3: Understand the Automated Routing Logic
You do not have to manually switch numbers anymore. The system handles the heavy lifting in real time for US and Canadian calls.
- When your agent initiates a call, the system instantly checks the prospect’s area code against your pool of purchased numbers.
- If you have an exact area code match (e.g., you are calling a 214 Dallas number and own a 214 number), the system uses it.
- If you do not have an exact match, but own a regional match (e.g., you own a 972 Dallas number), the system automatically falls back to that regional number.
- If there is absolutely no geographic match in your pool, the system safely defaults to your sub-account’s primary phone number.
Automating your local caller IDs guarantees your sales team stops looking like spammers and starts actually having conversations that close deals.
Frequently Asked Questions
How do I access my Advanced Phone Settings?
Before we flip the switch, we need to get into the backend of your telecom setup. Navigate to your Sub-account Settings. Click on Phone Numbers to access your active lines. Locate and click into your Advanced Settings.
What should I know about toggle on Local Presence Dialing?
Let us tell the system to start matching area codes automatically. Inside your advanced settings, navigate to Voice Calls > Outbound Call. Find the section labeled Default Phone Number for Outbound Calls. Toggle Enable Local Presence Dialing to On.
How do I understand the Automated Routing Logic?
You do not have to manually switch numbers anymore. The system handles the heavy lifting in real time for US and Canadian calls. When your agent initiates a call, the system instantly checks the prospect’s area code against your pool of purchased numbers. If you have an exact area code match (e.g., you are calling a 214 Dallas number and own a 214 number), the system uses it. If you do not have an exact match, but own a regional match (e.g., you own a 972 Dallas number), the system automatically falls back to that regional number. If there is absolutely no geographic match in your pool, the system safely defaults to your sub-account’s primary phone number. Automating your local caller IDs guarantees your sales team stops looking like spammers and starts actually having conversations that close deals.
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