Local presence dialing

Local presence dialing lets the HLB phone system pick an outbound caller ID that best matches where your contact is located. When a roofer or HVAC company calls back a lead, the lead sees a familiar local number, which can make them more likely to answer.

When you place a call, HLB checks your available numbers in this order and uses the first suitable match:

• The contact's ZIP or postal code
• Area code
• Overlay code
• Nearest available number by distance
• Same region
• Your account default number

If no local match is available, or the contact is missing location data, the call still goes out on your account default number. Location-based matching works in the United States, Canada, the United Kingdom and Australia.

Repeat calls to the same contact use the same selected number, so the customer sees one consistent caller ID. Local presence works across the web dialer, the mobile app and desk phones. The setting you choose on the web carries over to the mobile app.

To turn it on, open your settings, go to the phone system, then Voice, Other Settings, Outbound calls, and select local presence dialing. The setting applies to the whole account, not to individual users. You can reserve up to 50 numbers, such as your main office line, so they are not chosen automatically but stay available for manual calls. You can also pick a different number for a single call. After that call, local presence dialing takes over again.