Phone Management Settings

In the phone management section of your CRM, you can acquire phone numbers tailored to meet your business communication requirements. These numbers are useful for several functions, including placing calls, sending SMS, or overseeing communication activity logs.

Connected SMS Services

On this page, you will notice the SMS services that are already linked to your CRM. These may include providers like Twilio or LeadConnector, among others, depending on your system configuration.

Managing Phone Numbers

Set your default outbound number, assign a custom name to each phone line, view all numbers linked to your CRM, and specify a forwarding number for incoming calls.

Adjusting Phone Settings

Use the pencil icon to modify any phone number. A pop-up will let you change the name, assign a forwarding number, and enable caller ID settings. You can also turn on features like call recording, whisper messages, and set call timeout preferences. After making your adjustments, press the Update button to save.

Removing a Phone Number

To remove an existing phone number, click the trashcan icon located on the far right. You’ll see a confirmation pop-up before the number is permanently deleted. Once removed, the phone number is unrecoverable, so be certain before confirming.

Adding a New Number

You can easily add a new phone number to your CRM by clicking on the + Add Number button. This will allow you to integrate additional numbers into your business communication system.

Choosing a Phone Number

After clicking the Add Number button, a pop-up will guide you to choose your country and area code. Search for available numbers, pick the one that fits your business, and then press Save to finalize your selection.