How to Set Up Your Phone Number
This CRM feature allows you to manage and configure your business's phone number for calling and messaging. You can forward incoming calls to a landline or a specific user on your team.
Phone Number Configuration
To access the phone number settings:
Click "Settings" on the bottom left of the panel.
Select "Phone Numbers." You will see a list of all your registered numbers.
Click the "Edit" button on the right side of the number you want to configure.
Call Forwarding Options
You have two main options for handling inbound calls:
Forward to a Landline: If your business has a landline, you can forward all incoming calls from the CRM number directly to it. This is ideal if you want to use the CRM for messaging and reminders, but handle all calls on your existing landline.
Forward to a User: If you do not have a landline, you can set the CRM to automatically ring a specific user's phone when a client calls. This is useful for small businesses or for directing all calls to the business owner or a dedicated receptionist.
Once you have entered your preferred configuration, be sure to click "Save."