Keep the transfer work visible
Track the numbers and the migration work in one place so your team can see what is being prepared and what still needs attention.
Number transfer planning
Bring your number history into the plan.
Organize the work of moving existing numbers while coordinating the actual transfer with the carrier.
Tracking & attribution · Built for US call workflowsNumber transfer planning
- NumberExisting business line
- Carrier stepTransfer coordination
- Final checkTest call and route
Inventory the numbers
List the active numbers and the campaigns or locations that depend on them.
Number transfer planning
- NumberExisting business line
- Carrier stepTransfer coordination
- Final checkTest call and route
Arrange the transfer
Follow the carrier's requirements and track the work in Lead Source.
Number transfer planning
- NumberExisting business line
- Carrier stepTransfer coordination
- Final checkTest call and route
Verify the result
Test calls and check their attribution and route before considering the move complete.
Explore the steps above. Sample details show the workflow, not a live account.
Tracking & attribution
What changes in your day.
An established phone number may already appear on your website, ads, and printed materials. Plan its move carefully: know which numbers are involved, where calls should go, and what needs checking before you change a live campaign.
Coordinate with the carrier
The phone carrier handles the actual transfer request. Gather the required account information and confirm the carrier's process before setting expectations for a move.
Test the receiving route
Check how calls should be handled after the transfer. Include campaign assignments, receiving numbers, and recording preferences in your review.
From setup to review
Put it to work.
- 01
Inventory the numbers
List the active numbers and the campaigns or locations that depend on them.
- 02
Arrange the transfer
Follow the carrier's requirements and track the work in Lead Source.
- 03
Verify the result
Test calls and check their attribution and route before considering the move complete.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does Lead Source submit every transfer automatically?
No. The transfer itself is requested from the phone carrier. Lead Source helps your team plan and track the work around that process.
How long does a transfer take?
Timing depends on the carrier and the information supplied. Confirm the transfer schedule with the carrier rather than assuming a fixed completion date.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.