How to Port a Number from CallRail to GHL
Table of Contents
Step 1: Access CallRail 0:00 1
Step 2: Create a New Number 0:30 2
Step 3: Search for the Desired Number 1:11 3
Step 4: Set Up Number Routing 1:57 4
Step 5: Activate the Number 3:16 5
Step 6: Prepare Documentation for Porting 4:19 6
Step 7: Download the Billing Statement 7:02 7
Step 8: Create the Letter of Authorization 5:49 8
Step 9: Submit the Port Request to GHL 12:06 9
Step 10: Upload Required Documents 14:08 10
Step 11: Notify CallRail Support 15:09 11
Objective
This SOP outlines the steps to successfully port a phone number from CallRail to GHL, ensuring all necessary documentation and processes are followed.
Key Steps
Step 1: Access CallRail 0:00
Log into your CallRail account.
Select the appropriate account for the number you wish to port.
Step 2: Create a New Number 0:30
Click on 'Create Number'.
Choose 'Logic Inbound' as the source.
Select 'Track calls from my website'.
Opt for 'Calls only' and do not create a number pool.
Step 3: Search for the Desired Number 1:11
Enter the area code (e.g., 603) to find available numbers.
Select and purchase the desired number.
Step 4: Set Up Number Routing 1:57
Go to 'Number Routing'.
Enter your phone number for call flow.
Step 5: Activate the Number 3:16
Ensure the number is activated and ready for porting.
Step 6: Prepare Documentation for Porting 4:19
Gather the latest billing statement from CallRail.
Create a Letter of Authorization (LOA) for the port request.
Step 7: Download the Billing Statement 7:02
Navigate to 'Account Settings' > 'Billing Statements'.
Download the latest invoice.
Step 8: Create the Letter of Authorization 5:49
Use a template to draft the LOA, ensuring it includes:
The number to be ported.
Business name and address as per CallRail records.
Step 9: Submit the Port Request to GHL 12:06
Access the GHL number porting form.
Fill in the required details including:
Agency relationship number.
Your name and contact information.
The number to be ported in the correct format.
Step 10: Upload Required Documents 14:08
Upload the LOA and billing statement to the GHL porting form.
Step 11: Notify CallRail Support 15:09
Sign in to CallRail support.
Submit a ticket requesting the port, including:
Specific details about the port request.
Attach the LOA and billing statement.
Step 12: Track the Port Request 19:20
Take a screenshot of the request confirmation.
Document the request number for future reference.
Cautionary Notes
Ensure all information matches exactly with CallRail records to avoid delays.
Keep all documentation organized and easily accessible during the process.
Tips for Efficiency
Use templates for the LOA to save time.
Keep a checklist of required documents to ensure nothing is missed during the process.
Regularly check both CallRail and GHL for updates on the port request.
