Falcon CRM | Falcon Flight Academy

PHONE ONBOARDING

Set up business calling & texting

Keep your current business number or get a new one, then configure calls, voicemail, and text messaging without leaving the CRM.

Back to Phone & SMS

STEP 4 OF 5

Business texting

Tell us about the business. DirectHeading prepares the carrier registration and compliance details behind the scenes.

Enable two-way text messagingSend and receive customer texts from the business number inside Inbox.

BusinessUsed to prepare carrier registration. Your EIN will be collected here before live submission.

Legal business nameUse the legal name associated with the business tax ID.Business typeEIN / Tax IDEnter the EIN associated with the legal business name above.Business websiteBusiness emailBusiness phone

How you'll use textingWe turn this into the carrier campaign details.

CUSTOMER COMMUNICATIONEveryday conversations with leads and customers

Use your business number for one-to-one conversations, scheduling and appointment coordination, flight-training updates, reminders, and responses to customer inquiries.

What DirectHeading will register with the carrier

Campaign description

This flight school uses SMS for customer-care conversations with prospective and current customers, including inquiry responses, scheduling coordination, flight-training updates, reminders, and replies to customer-initiated messages.

Sample messages

Hi Jamie, this is Falcon Flight Academy. We received your flight-training inquiry. What days work best for you to come in?

Hi Jamie, Falcon Flight Academy here. Your flight lesson is scheduled for Tuesday at 10:00 AM. Reply here if you need to make a change.

DirectHeading also prepares the documented opt-in flow and required HELP/STOP responses for carrier review.

This accurately describes how our business will use texting.

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SMS complianceHandled by DirectHeading.

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Contact-form consentOptional, unchecked SMS opt-in is already built into the hosted inquiry form.

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Consent recordsDirectHeading stores the consent source, timestamp, and disclosure shown to the customer.

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STOP handlingOpt-outs are recorded and outbound texting is blocked automatically.

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Carrier registration packageCampaign wording, examples, HELP/STOP responses, and compliance links are prepared behind the scenes.

One item will still be collected securely before carrier submission.

Tax ID / EIN is required for applicable 10DLC business verification. DirectHeading will request it through the secure registration step rather than storing it in these general phone settings.

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