Receiving Calls from Multiple Locations on the Mobile App

What Is Multi-Location Incoming Calls?

The Multi-Location Incoming Calls feature allows users to receive calls from up to 10 different locations (sub-accounts) directly on their mobile app, regardless of which location they are currently logged into. This eliminates the need to switch accounts manually and ensures you never miss an important call from any of your assigned locations.

Each incoming call displays a location badge identifying which sub-account the call is coming from. During the call, you can switch directly into that location to take notes, update records, or log the call within the correct CRM workspace.

Key Benefits

• Never Miss a Lead: Receive calls from up to 10 locations even when active in another sub-account.
• Immediate Context: The location badge on the call screen shows exactly where the lead is located in your CRM.
• Seamless Switching: Tap to switch to the correct location during a live call to access contacts, notes, or deals.
• Personal Control: Each team member chooses which locations ring their device, preventing notification overload.
• Increased Efficiency: Reduces errors and time spent switching between accounts manually.

How to Enable Multi-Location Ringing

Follow these steps to activate Multi-Location Incoming Calls:

1. Open the mobile app and navigate to Settings → Calls/Voice.
2. Toggle on Multi-Location Incoming Calls.
3. Select up to 10 locations from which you want to receive calls. You must already be a user in those locations.

Once enabled, your phone will ring for incoming calls to any selected location, even if you’re active in another sub-account.

During a Call

• Check the Location Badge to see which location the call originated from.
• Tap Switch Location during the call to enter that sub-account.
• After the call, complete follow-up tasks within the correct CRM workspace.

Frequently Asked Questions

How many locations can I receive calls from?

You can select up to 10 locations at a time.

Do I need admin permissions to enable this feature?

No. Any user can enable Multi-Location Incoming Calls for their own device as long as they are a member of the locations they select.

Will I see which location the call is coming from?

Yes. The incoming call screen displays a location badge with the name of the originating sub-account.

Can I take notes during the call in the correct location?

Yes. Tap Switch Location during the call to enter the correct sub-account and use CRM tools like note-taking.

Is this feature available on desktop?

No. Multi-Location Incoming Calls is currently available only on the mobile app.

What happens if I’m already on another call?

The new incoming call will follow your current call-handling rules, such as call waiting or going to voicemail.

Will workflows trigger in the correct location?

Yes. When you switch into the correct sub-account during the call, automations and call logs will attach to that location.

Does this use additional phone minutes?

No. Usage is billed the same way as standard inbound calls.