How to buy and set up a phone number in your CRM?

Check out our practical guide to buying and setting up a professional phone number.

In this tutorial, we will show you how to purchase a phone number and configure it to make and receive calls through your CRM. Follow these steps for a successful setup.

Step 1: Access the phone number settings

Log in to your CRM.
Go to the Settings menu.
Select the Phone Number tab under Business Services.

Step 2: Add a phone number

In the phone numbers section, click on Add a Phone Number.

Note that you must purchase a new number; it is not possible to transfer an existing mobile phone number into the app.

Step 3: Choose and buy a number

Select the country where you want to purchase the number, for example, Canada.
If you're lucky, you might find a number with a memorable sequence, similar to one you already have.
For this example, let’s choose a number with the 450 area code.
Review the associated costs for the selected number.
Complete the purchase using a secure payment method like Visa. Wait for the transaction to be validated and for the number to appear on your dashboard.

Step 4: Set Up the Phone Number

Assign the Phone Number: You will receive a call from this number, even if the caller is using another number. You can set up the number to forward calls to another number if needed.
Configure Call Options:
1. Call and Write: Enable this option to have the CRM announce incoming calls. This helps manage calls and improves reporting.
2. Call Recording: You can choose to record calls. Ensure you inform your clients that calls may be recorded, and use an English warning message or leave it blank.
3. Time Before Voicemail: Set the time before a call is sent to voicemail. Generally, 60 seconds is a good choice.
Call Assignment: If you have a team, set up call distribution to route calls to the right people. For this example, let’s assign the calls to myself and save the settings.

Step 5: Business Verification

Go to the Trust Center.
Complete the Shaken-STIR form to verify that you are a legitimate business.
This verification helps prevent your number from being flagged as spam and ensures that your calls and messages reach the recipients properly.

Step 6: Further Exploration

Shaken-STIR is the essential verification process to complete for each number. Other verifications, while useful, are optional.
In future tutorials, we’ll explore how to set up numbers for your users and other advanced features.

With these steps, you’ll be able to effectively purchase and configure a phone number for your CRM. If you have any questions or additional needs, feel free to consult our support team or review this video.