Steps for Configuring and Utilizing Verified Caller ID

Linking and Verifying a Caller ID Number

Before setting up your phone number for Caller ID purposes, you must verify it in your CRM. Follow these steps:

Navigating to the Caller ID Verification Section

To begin, go to the account settings and select Settings. Under Phone Numbers, click on Manage. You'll see the section for Verified Caller IDs here.

Starting the Verification

Select Add a new Caller ID. Enter the phone number, ensuring to include the country code, and click Verify Number.

Finalizing the Caller ID Verification

You will be presented with a six-digit OTP on your screen. You’ll then receive a call on the number you're verifying—enter the OTP when instructed. After successful verification, your number will show up in the Verified Caller ID list.

Setting a Verified Phone Number for Outgoing Calls

Once the phone number is verified, you can use it as your Caller ID for outgoing calls:

Choose the Verified Number

Locate the verified number from your list and select the edit option via the 3-dot dropdown menu.

Activating Verified Caller ID

Under the settings of your chosen phone number, activate the Verified Caller ID option. Choose the verified number that you want to use as your Caller ID.

Finalize the Configuration

After saving your changes, any outbound call from this phone number will now display the verified Caller ID.

? Important: Verified phone numbers are strictly for outbound calls. Incoming calls will still be routed via your current provider, such as wireless or landline services.

Common Issues and FAQs

What happens if the verification call doesn’t arrive?
Double-check that you've entered the correct phone number and country code. If the issue continues, retry the process or reach out to support.

Is it possible to use a verified number across different CRM accounts?
Usually, verified numbers are limited to a single CRM account to avoid unauthorized use.

What should I do if my Caller ID doesn’t display properly during outgoing calls?
Ensure that the Verified Caller ID feature is active for the correct phone number. If the issue remains, the feature may be delayed, or your phone provider may not support it.