How to Add and Configure a Phone Number in CoachWorks Marketing CRM
This guide provides detailed steps for adding and configuring a new phone number in CoachWorks Marketing CRM. Learn how to choose a number, apply filters, and configure settings to ensure optimal functionality for your business communications.
1. First, navigate to the settings area.
2. Next, access the phone number management section.
3. Then, select the 'Add Phone Number' option.
4. Choose your preferred country from the list.
5. Now, apply any necessary filters to the number options.
6. Click to refresh the results based on your filters.
7. Select your preferred number from the filtered results.
8. Proceed to purchase the chosen phone number.
9. Edit the configuration of the selected number.
10. Assign a distinctive name to your phone number.
11. Opt to pass the called number as Caller ID.
12. Decide whether to use the verified number as Caller ID for outgoing calls.
13. Enable or disable the 'Enable call connect' feature.
14. Configure the whisper message settings.
15. Set up call recording preferences.
16. Set the incoming and outgoing call timeout.
17. Configure the setting to ring incoming calls to all users.
18. Finally, save all changes made to your configuration.
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How to Add and Configure a Phone Number in CoachWorks Marketing CRM | Content Copilot
