Your phone number is more than a direct line to your company; it is a memorable part of your brand. It can help establish a stronger brand image and reassure customers that they are in good hands. In the CRM, the Phone Numbers section is where you can acquire and manage numbers for your business communication. These numbers can be used for making calls, sending text messages, or monitoring and tracking communication activity.
Phone Numbers
This is the tab where you can purchase and manage your Phone Numbers, Number Pools, and Verified Caller IDs.
Adding a Phone Number
Click on the + Add number and then select Add a Phone Number to purchase a new number.
This will open a pop-up window where you can select a number and filter it to your needs.
Phone Number Options
Click the three dots icon next to a phone number to access its configuration options:
- Number Info: This allows you to see the phone number details.
- Set as Default number: To change the phone number used to call and SMS by default.
- Edit Configuration: These are the settings for how it works, such as the forwarding number.
- Add to Existing Number Pool: Includes the number in a number pool you have already created.
- Delete Number: This will remove the phone number from our list.
Regulatory Bundle / Address
This is where you can handle your phone number registration for users outside the United States or Canada.
New bundles can be added by clicking the "Create" button, then selecting the bundle type and filling out the required information.
Clicking the three dots beside the associated bundle gives you options to view or edit its details or delete it. If the status is "Validated", the Edit option will not appear.
Messaging
This section lets you set up messaging limits and compliance messages, or view messaging analytics or restriction history metrics over time.
Messaging Compliance
To customise the SMS Customisations and Opt-out texts, navigate to this window.
Messaging Limit
Here, you can view your messaging usage and the total number of messages you can send within a daily cycle (sending limit).
Messaging Analytics
This section provides additional data and insight into the success of your SMS messages and campaigns.
Apply filters by date or source to refine the display.
Restriction History
Within the Restriction History tab, you can review any issues or restrictions your messages have encountered over the selected period.
Voice
This section lets you set up how your calls work.
Call Recording & Transcription
Here you can configure call recording and transcription settings, such as deleting recordings after a certain amount of time, and opting in or out of call transcription.
Voicemail & Missed Call Textback
In this section, you can manage the voicemail message your contacts hear when calling in, the automatic missed call text back, and their settings.
Call Scripts
Here you can view, edit, and add call scripts for your workers to use during customer interactions.
VoIP Deskphone (SIP)
This section lets you view and set up SIP-compatible hard phones for your sub-account. Once configured, click the Manage Users button to add new devices or update the password or assigned user of a VoIP Deskphone before saving.
Other Settings
Additional settings for inbound and outbound calls can be configured in this section.
Trust Center
This is where you can handle your phone number registrations for users inside the United States or Canada. The Trust Center also provides products that improve brand recognition, such as your caller ID.
Additional Settings
The additional settings allow you to modify how your phone number works.
Number Intelligence
Here, you can manage Number Intelligence, which checks a number's validity before sending the first SMS, detects incoming spam calls, and looks up the names of unknown callers before answering the phone.
By managing your phone numbers well and making use of the tools available, you can improve your communication, build stronger relationships with customers, and present a more professional brand. Take time to explore these features and get the most out of your business phone system.