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By the end of this page you know what clicking Get Phone on a lead does, what it costs, and what each of its outcomes looks like.
Where
Leads→Prospects
Your role needs
Read access to Prospects read-leads. Admin, Member and Viewer have it by default.
To create or change
create-leads to add one, update-leads to change one, on top of the permission above.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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Before you begin

  • You need the update-leads permission. Without it, neither Get Phone nor + Add Phone Number renders on the lead at all.
  • There have to be credits left. The allowance comes from the subscription the account owner holds, and what counts against it is every workspace that owner has, not only this one. With none left, the upgrade prompt opens instead of a search starting.
  • There has to be something to search on: a LinkedIn URL on the lead, a matched profile from when the lead was found, or the website of the company the lead belongs to. The button still shows on a lead with none of these, but the search then comes back empty every time.

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Steps

1

Open the lead's Contact Information card

Open a lead from , or from wherever else you found it. In the left column, the Contact Information card holds Phone Numbers underneath Emails. Get Phone (1) sits next to + Add Phone Number, whether or not the lead already has a number on file, with a small coin badge on it that always reads 5.
2

Click Get Phone

The button switches to Searching… with a spinner and stops taking clicks. The request goes out to our data provider inside the click itself rather than as a queued background job, but the button stays in that state until the whole search is over, which can take a little under two minutes.
3

A number turns up

When our data provider hands one back, either right away or a little later, a notification with a tick reads “Phone number(s) found!” and the number lands in Phone Numbers, with a copy button and Call and WhatsApp shortcuts beside it. A number that carries a country code is shown behind that country’s flag and grouped for reading. One stored without a country code is printed exactly as it arrived, with a phone icon where the flag would be, because a bare national number cannot be assigned a country without guessing.
4

Nothing turns up yet

Most numbers reach us after the request rather than in reply to it, so a first notification reads “Phone search initiated. Checking for results…” and the page then re-checks the lead up to eight times over a little under two minutes. If none of those checks finds a number, the last thing you see reads “Phone verification in progress. The number will appear automatically when ready.” There is no separate message telling you the lead has no number, and the page stops re-checking at that point: a number that lands after it gave up is on the lead, but you have to reopen the lead to see it.

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What happens next

A found number stays on the lead in Phone Numbers, ready to call or message on WhatsApp. Nothing new appears on the lead if the search comes up empty.
A click ends one of three ways: a number is on the lead before the button stops spinning, one arrives while the page is still re-checking and lands on the card on its own, or nothing arrives inside that window and the lead is left as it was. You’re only charged for a number our data provider actually hands back, at 5 credits each, and never for a search that finds nothing. If the provider has more than one number on file for a lead (a mobile line and a work line, say), each new one it returns is charged, not just the first. A number already on the lead is not charged for a second time. A click keeps the search open for 24 hours, so an answer that arrives well after you’ve closed the tab can still add the number to the lead on its own, without you clicking Get Phone again. This is the same lookup a lead source’s phone toggle runs automatically while it’s finding leads, except that one charges for a single number per lead and spends it on a mobile whenever the provider returns one. Clicking Get Phone by hand has no such ceiling.

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Troubleshooting

This page shows the same thing no matter why a search doesn’t produce a number: the lead has nothing to search on, our data provider genuinely has no number for this person, or phone lookups are paused for every workspace at once. That last one happens when the provider starts refusing reveals account-wide, usually because its own mobile-number quota has run out, and the pause lasts up to six hours. Lead sourcing and email lookup keep working through it; only phone lookup stops. All three end the same way here, with the searching notice and then nothing, and you are not charged in any of them. Try again in a few hours; a pause of that kind clears on its own well before the day is out.
The button needs the update-leads permission, the same one + Add Phone Number needs. Without it, both controls are removed rather than shown disabled, so there’s nothing on screen to explain why they’re missing.
The credit allowance behind this workspace is spent. The upgrade prompt opens on its own as soon as the click comes back. What the card itself reports is generic: “Error retrieving phone number”, both as a red line under the button and as a notification, with no mention of credits either time. See what consumes credits for the rest of what draws from the same balance.

Also find phone numbers automatically

The same lookup, run for a whole lead source as it finds leads, charged for one number per lead.

What consumes credits

Every other action in the product that draws from the same balance.

Connect a WhatsApp number

What a revealed mobile number is usually for.

The lead details page

Every other card and header action on the same page this button lives on.