Numbers providers like Inteliquent allow you to order and port-in numbers for your customers. This great app integration will help you managing numbers inside a customer project and give the ability to sync orders from QuotingBill to Inteliquent or vicer versa. Let's look at how we can use Inteliquent to improve the overall QuotingBill experience for your business!
Installation
You can find Inteliquent right here in the marketplace. Just like any other application click to install and then head to preferences to set up your Inteliquent account with QuotingBill!
Configuring
Within the inteliquent application window you'll find in the submenu "Settings" that you need to give QuotingBill your Inteliquent credentials. To get these credentials please contact a representative from Inteliquent if you're unsure on how to retrieve them. After that, hitting save should let you know if everything was correctly configured!
Creating the Inteliquent project
Remember that you can either run a project from an existing quote or create a new one through the projects tab. In both ways, you should be able to select Inteliquent as recipe as shown below.
Ordering Numbers through a project
As you can see, you can either order or port-in numbers. Let's start ordering new numbers for our customer. You can update the task name for better identification.
In order to search for numbers you should use at least 3 filters (make sure to type a * after the area code in the wildcard field). Once you select the number(s) you can configure a calling name for each number (optional) or you can click on 'Order' to get them directly from Inteliquent inventory.
After the numbers were successfully ordered you should see them listed in the Ordered Phone Numbers section.
Porting-in Numbers through a project
Let's go to the scenario where you need to port-in numbers for your customer. Make sure you download the template to fill the csv.
Once you upload the file, you will need to validate the numbers to be able to order them. Double check the company basic information and finally upload the LOA signed document (optional) to order the phone numbers.
After the numbers were successfully ordered you should see them listed in the Ported Phone Numbers section.
Once the numbers are completed they should be available under the client for future projects configurations (netsapiens, brightlink, etc).
If you want to be up to date with what the QuotingBill community is suggesting for our product, or even suggesting something yourself that you don't see here, please visit our roadmap page here https://roadmap.quotingbill.io/