Activating Verified Calling to Boost Call Answer Rates

Establishing a strong first impression during outbound calls has never been more critical for driving leads and engaging customers. One of the biggest hurdles businesses encounter is having their calls flagged as "scam likely," drastically lowering the likelihood of calls being answered. This comprehensive guide walks you through activating the Verified Calling feature in your CRM, a powerful tool to solve this issue. Whether handling outbound calls internally or for clients, this function significantly enhances call response rates, helping grow your customer base and client relationships.

What is Verified Calling?

Verified Calling is a built-in CRM feature designed to identify your business number as legitimate and credible when making outgoing calls. Rather than showing as "scam likely," your number will display a customized, friendly name, improving the chances of the recipient answering the call. This is particularly advantageous for businesses that depend heavily on phone outreach for acquiring leads and maintaining client communication.

How to Activate Verified Calling

Step 1: Enter the Settings Menu

Begin by accessing your CRM's settings page. Remember, this option must be activated on the sub-account level, not at the agency level.

Step 2: Complete Your Business Profile

Ensure your business profile is entirely filled out before proceeding. Essential details include your business address, EIN (if applicable), industry type, and authorized representative. The CRM system will help you identify and address any missing fields to make your profile ready for review.

Step 3: Submit for Profile Review

Once your business profile is complete, submit it for review. This is a vital step in unlocking the Verified Calling feature.

Step 4: Activate Verified Calling

Upon approval of your profile, go to the "Phone Numbers" section, then find the "Verification Center." Input your business number and choose a friendly name, which will appear on recipients’ caller ID when making calls.

Step 5: Complete the Verification Call

Once activated, the CRM will make a verification call to the number you provided. Enter the displayed code during the call to finalize the verification.

Step 6: Verify Caller ID (Optional)

While not required, it’s highly advised to verify your caller ID. To do this, add a new caller ID under the "Phone Numbers" section and select it as the verified number. This additional step strengthens your caller legitimacy.

Common Issues and FAQs

Why Was My Business Profile Not Approved?

Double-check that all fields are complete and accurate before resubmitting for review. Ensure your business data is free of errors or omissions.

How Long is the Review Process?

Reviews usually take a few days. If you haven’t received a response within a week, reach out to CRM support.

Is Verified Calling Available for Multiple Numbers?

Yes, Verified Calling can be set up for multiple numbers, each with a distinct friendly name.