How to Submit and Track Port-In Number Requests in HighLevel

Imagine this. You just closed a massive client who has used the exact same business phone number for twenty years. Their customers know it by heart. You promise to migrate them into your brand new HighLevel phone system so you can track all their inbound calls and attribute your marketing wins.

Then the nightmare begins. You have to download external carrier forms, print them, get the client to sign them, scan them back, and email them into a black hole of support tickets. Two weeks go by. The carrier rejects the form because a single checkbox was missed. Your client is furious because they are paying for a system they cannot even use, and you look like an amateur who cannot even handle a simple phone switch.

You cannot scale an agency if you are relying on manual PDF forms and carrier bureaucracy. HighLevel fixes this instantly with the in-app Port-In Numbers workflow. You can submit, track, and manage eligible US phone number transfers directly inside your dashboard without ever touching a manual form again. Let us get your client’s numbers moved over fast.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Start the Port Request

First, we need to access the new migration hub. (Note: You must be an Agency Owner or Agency Admin with this feature enabled in Labs)

1. Navigate to Phone System and click on Phone Numbers.
2. Click the Add Number button.
3. Select Port-in Numbers to launch the guided workflow.
4. Review the requirements and complete the Agreement Checklist.

Part 2: Enter the Carrier Data

We need to tell the system exactly where this number is coming from so the transfer goes smoothly.

1. Type in the current carrier account number.
2. Enter the specific landline or wireless numbers you are bringing over.
3. Provide the wireless PIN or the last four digits of the account holder’s SSN if the carrier requires it.

Part 3: Configure the Account Details

Now we assign the legal owner of the number to automatically generate the right paperwork.

1. Select whether this is a Residential or Business line.
2. Provide the name and email address of the authorized contact.
3. Fill out the full service address, including the state and postal code.
4. Upload a recent billing statement as a PDF or image file under 10 MB.

Part 4: Submit and Track

Let the system handle the heavy lifting and get the digital signature.

1. Review your details and hit submit. HighLevel will automatically generate a Letter of Authorization (LOA) and email it directly to your authorized contact for a digital signature.
2. Copy your Request SID from the confirmation screen for your records.
3. Monitor the exact status of the transfer by checking the Port-In Numbers tab inside your phone settings.

Moving your client’s established phone numbers directly inside the app keeps your onboarding smooth and completely eliminates manual paperwork.

Frequently Asked Questions

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