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How do I fix a test call that failed?

The three usual failures and what to check for each.

Narrated video with captions, 32 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: When a test call fails, the cause is usually one of three things.

    When a test call fails, the cause is usually one of three things.

  2. Step 2: A wrong or vague answer means the information is missing or unclear. Fix the information, not the question, and call again.

    A wrong or vague answer means the information is missing or unclear. Fix the information, not the question, and call again.

  3. Step 3: If no text arrived, check that forwarding is on, the text is switched on, and your texting registration is approved.

    If no text arrived, check that forwarding is on, the text is switched on, and your texting registration is approved.

  4. Step 4: If it didn't hand off, check your urgent and pass-to-a-person rules, and the number calls go to. Then mark the call fixed once it passes.

    If it didn't hand off, check your urgent and pass-to-a-person rules, and the number calls go to. Then mark the call fixed once it passes.

Get the Never Miss a Lead

Missed calls answered and texted back, in an app you own. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

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