Guide: Migrating Your Agency and Sub-Accounts to LC Phone

What is LC Phone?  LC Phone is an integrated telephony system within your CRM that simplifies managing calls and SMS without relying on third-party services like Twilio. It enhances communication by keeping all your phone features in one platform. Why Switch to LC Phone?  With LC Phone, you can seamlessly handle SMS and call functions within your CRM without the complexity of external systems. Here's how you can migrate your agency and sub-accounts. Step 1: Migrating Your Agency 1. Access Agency Settings: Go to the agency view in your CRM and click on the Settings option located in the bottom-left corner.  2. Navigate to Phone Integration: Head to the Phone Integration section (also known as "Phone System - Twilio").  3. Switch to LC Phone: In the agency settings tab, click the green button labeled Switch to LC Phone System.  You might need to complete a 3D secure verification, which could include a small test payment depending on your card provider. Read the on-screen information, check the "I accept" box, re-register for A2P if needed, and confirm by paying the applicable $4.95 fee. After this, your agency will be successfully migrated to LC Phone. While new accounts will automatically switch, existing sub-accounts still need to be migrated. Step 2: Migrating Sub-Accounts Before proceeding with sub-account migration, keep the following in mind: You can migrate all sub-accounts in one go for US/Canada-based accounts. Each sub-account can also be migrated individually. For non-US/Canada sub-accounts, you'll need to create a Regulatory Bundle and request number migration. A. Bulk Migration for US/Canada Sub-Accounts 1. Access Sub-Account Settings: On the Phone Integration page, select Subaccount Settings.   2. Migrate All Sub-Accounts: Click Switch all sub-accounts to LC, accept the terms by checking the box, and click Confirm.   After this step, the system will automatically process the migration. There is no further action required, and your existing sub-accounts will continue to function as usual during this time. B. Migrate a Single US/Canada Sub-Account Select the sub-account you wish to migrate and click Switch to LC. Read the information, acknowledge the terms, and hit Confirm. The migration process takes about 2-3 business days. C. Migrate a Single Non-US/Canada Sub-Account Choose the sub-account you want to migrate and click Switch to LC. Acknowledge the on-screen information and click Confirm. Create a Regulatory Bundle from the sub-account's location settings. After filling out the necessary details, submit the form, and respond to the associated ticket to initiate number migration. The process generally takes around 4-5 business days, depending on the submitted regulatory information. Important Considerations Migration Options: You can choose to migrate all sub-accounts at once or pick individual ones. International Numbers: For non-US/Canada numbers, bundles must be configured through the sub-account’s phone settings. External Telephony Systems: Any sub-account can continue using its own telephony provider if needed. Twilio Suspension: If your Twilio account is suspended, make sure to resolve it with Twilio support before starting the migration. Call Recordings: Call recordings from Twilio will be archived and can be downloaded manually if necessary. By migrating to LC Phone, your CRM will be equipped with streamlined communication tools, improving efficiency for your entire agency. Take the step today to simplify your workflow!