Why This Matters
In‑app calling isn’t just about dialing out ; it’s also about managing the number that powers your outreach. Clear labeling helps reps know which line to use, assigning purchased numbers ensures that calls route to the right person, and features like call recording and forwarding improve compliance and responsiveness. Understanding how to configure these options lets you build a reliable calling workflow that scales with your team and keeps your data synchronized across campaigns.
Prerequisites
You should already:
Have at least one connected or purchased number in lemlist.
Know the difference between connected and purchased numbers. Connected numbers use your existing phone, while purchased numbers are rented through lemlist and may require regulatory documentation depending on the country.
Be a workspace admin or have permission to manage call settings. Only admins can modify phone number settings or assign numbers to teammates.
Core Lesson – Step‑by‑Step Workflow
Phase 1: Access and Review Your Number
Open the Call settings page. In lemlist, go to Settings → Call settings. In the Manage phone numbers section, you can view your connected and purchased numbers, along with their status, label, assigned user, and available actions.
Understand the numbers table. Each row in the table represents a phone line. Purchased numbers can be assigned to teammates, while your connected number is your verified personal line used in lemlist.
Phase 2: Rename, Assign and Record Calls
Rename your number for clarity. Click the Label field next to a number and type a descriptive name (e.g., “US Sales Line” or “Customer Support”). Clear labels make it easy to choose the right line when placing calls and to track performance per number.
Assign or unassign a purchased number to a teammate. For purchased numbers, use the Used by dropdown to select which user should receive incoming calls. Each user can connect only one phone number to lemlist. Assigning a purchased number ensures that inbound calls are routed to the correct representative; unassigning releases the number back to the team.
Enable call recording. Open a phone number’s settings, then turn on Automatic outgoing call recording to automatically record all outgoing calls made with that number. Recordings are then stored in your call logs for later review.
Phase 3: Forward Calls and Manage Minutes
Set up call forwarding (purchased numbers only). If you buy a local number through lemlist, you can redirect inbound calls to any phone line. This way you can answer your lead on your phone if they call you back. Open the phone number settings and enter the external number you want to ring in Forward incoming calls to.
Monitor and top up minutes. The Remaining calling minutes section shows how many calling minutes you’ve consumed this month and how many remain. When you’re running low, click Buy additional minutes to purchase more.
Adjust the callback number. To improve call quality and take calls directly from your phone, set a Callback number in Sending settings → Phone numbers. When you place a call, the system first dials your callback number, then connects you to the prospect. This creates a phone‑to‑phone connection with clearer audio.
Enable ‘Call from your Phone’. If your internet connection is unstable or you need studio‑quality sound, enable this feature. This option calls your own phone first, then bridges the call to your prospect, giving a phone‑to‑phone connection and clearer audio. This consumes twice the credits per minute, so enable it only when necessary.
Troubleshooting & Pitfalls
Below are some common issues you might encounter and how to resolve them:
Number label won’t save: You might not have admin rights, or the number is locked by the system. Ensure you are a workspace admin; refresh the page and try editing again. Only admins can rename numbers.
Cannot assign a number to a user: The user may already have a phone number connected to lemlist, or they may not be part of your workspace. Each user can connect only one phone number to lemlist. Remove the existing connection or make sure the user is invited to your lemlist workspace before trying again.
Call forwarding doesn’t work: The forwarding number might be invalid, unverified, or inactive. Call forwarding is only available for purchased numbers, so make sure you’re using one and that the forwarding number is correctly set up and active.
Running out of minutes: You’ve exceeded your plan’s monthly calling minutes. Buy additional credits or wait until your monthly quota resets. ‘Call from your Phone’ consume double credits: disable the feature if you’re low on minutes.