How to Add a Customer Lead to RingCentral

How to Add a Customer Lead to RingCentral

https://partners.ringcentral.com/ - Log in with your email and password.

 Sales Tab – Leads – Add and fill in all of your customers info and submit. Make sure you have met all the pre-requisites. 

 A sales rep will then reach out to you to review the opp.




    • Related Articles

    • New Prospect and Client Intake Instructions (New Customer)

      This procedure applies to inactive customers in AT as well as to customers that have not opened a ticket or been billed by us in at least one year. They are to be treated as new customers. The only difference is that instead of creating the account ...
    • How to Block Specific Phone Numbers in RingCentral

      In the admin portal, click users at the top. Click the link associated with Extension 100. (This is apparently what they consider the main number.) Click Phone. Look for Blocked Numbers. This is where you can add numbers to be blocked. Make sure to ...
    • How To: Faxing (Sending and Receiving)

      How to Send a Fax Via Email Using RC You can send a fax from the desktop app. Click the icon at the bottom of the app: You can send a fax from the Ring Central soft phone app on your smart phone or from the desktop app. How to Receive a Fax Using RC ...
    • Yealink Phone Info

      Phone Configuration You can configure your phone on the web by entering the phone's local IP address. The default username and password are both admin. Check your Keeper vault for your latest password. The exported configuration file for Roberta's ...
    • Call Recording in RingCentral

      On-demand Call Recording is currently enabled in the Admin portal. (Phone system>Auto-Receptionist>General Settings>Call Recording.) RingCentral Automatic Call Recording is enabled for all inbound and outbound calls. This is to reference ...