How to Set Up Call Forwarding (Step-by-Step)
Carrier-agnostic steps plus what to verify in LeadLock.
Before you start
- 1
Have your LeadLock voice number (E.164) handy from CRM → Integrations or voice configuration.
- 2
Decide whether all calls should hit AI first or only when your main line does not answer.
On your phone system
- 1
Open your carrier or PBX portal (mobile * codes, business trunk, or VoIP dashboard).
- 2
Locate call forwarding / simultaneous ring settings.
- 3
Enter the LeadLock number as the forward destination for busy or no-answer (per your strategy).
- 4
Save and wait for carrier confirmation (can take minutes).
In LeadLock
- 1
Ensure voice AI is enabled for the number you are using.
- 2
Run a live test call and review the call log and any captured lead.
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