Zeoleads setup guide

A familiar phone workflow.
A clearer way to get started.

Keep your advertised number. Request access, then Zeoleads provisions your workspace and sends your secure password-setup invitation before guided phone setup begins.

Request access →Resume your setup

A clear path to getting started

Your number. Your team.
Our help getting connected.

Keep your business number. Connect your phone system—or let our team help you get set up. No need to figure out the technical steps alone.

  1. 01

    Request access

    Send your registration request. Zeoleads provisions your workspace and emails the owner a secure password-setup invitation.

  2. 02

    Bring your number

    After you sign in, start with the business number customers already call.

  3. 03

    Choose your connection

    Connect Dialpad or RingCentral when available, or request assisted setup for another system.

  4. 04

    Tell us how you work

    Add your services, service area, hours and callback contact.

  5. 05

    Verify, then activate

    Test missed-call monitoring. Zeoleads reviews messaging and activation separately.

Guided, with help when needed. Compatibility is checked before activation. Managed setup may need your phone administrator’s help.

Request guided access →Explore setup options →

Choose your path

Help for your phone system.

Compatibility depends on the system where your team answers calls, its configuration, and available administrator access.

Direct connection

Dialpad

  1. Enter your business number and select Dialpad.
  2. Choose Connect Dialpad when available and review the authorization request.
  3. Ask your phone administrator to approve if you do not have access.
  4. Return to Zeoleads and run the missed-call test.
Direct connection

RingCentral

  1. Enter your business number and select RingCentral.
  2. Choose Connect RingCentral when available.
  3. Authorize with the appropriate account, or send the secure administrator approval link.
  4. Run the guided missed-call test before monitoring is marked verified.
Assisted connection

Another system?

Select your provider or “I’m not sure,” then request managed setup. Continue your business details while Zeoleads reviews a supported connection.

Some systems need forwarding or administrator configuration. We explain the required changes before proceeding. Do not port your number or change routing on your own.

Your part

A few essentials.

Provide accurate company details, services, ZIP codes, hours and a callback contact. Approve access—or involve your phone administrator—and place a controlled test call when prompted.

Our part

Guidance through activation.

Zeoleads tracks managed setup requests, reviews the connection and company configuration, coordinates messaging registration and checks activation requirements.

Know what happens next.

Will I need a new business number?

The goal is to keep your advertised number. Direct connections use your existing phone system. Assisted setup depends on a compatible configuration; any required routing change is explained before proceeding.

What if someone else manages our phones?

For available direct connections, send a secure approval request from the wizard. Your administrator authorizes access while you continue entering business details. For assisted setup, Zeoleads may ask to work with your administrator.

How does the verification call work?

Start verification in Zeoleads, call the displayed business number from another phone, and leave it unanswered. Wait for the verified result. The test does not trigger a customer recovery sequence.

Does texting start immediately?

No. Phone monitoring and automated texting activate separately. Verified missed-call opportunities can be available for staff follow-up while messaging is pending. Texting requires registration, activation, affirmative customer consent and the applicable service checks.

How long does onboarding take?

Timing depends on your phone system, administrator access, verification and messaging approval. Your setup screen shows what is complete, what needs your attention and what Zeoleads is handling. We do not promise instant activation.

Can I finish later?

Yes. Valid business-detail changes save automatically after you pause. Wait for the saved confirmation before leaving; incomplete or invalid details need correction. You explicitly authorize connections, send approval requests and submit for review.

Need a hand? Contact Zeoleads support.

Request guided access →