Setting Up Your Phone Number in Agent CRM: A Step-by-Step Guide

Setting Up Your Phone Number in Agent CRM: A Step-by-Step Guide

Having a dedicated phone number for your business is essential for professionalism and communication. With Agent CRM, setting up a phone number is quick and straightforward. This guide will walk you through the steps to configure your number, set up call forwarding, and ensure your voicemail is ready for clients.

Why Use a Dedicated Business Number?

A dedicated business number through Agent CRM provides several advantages:

• Professionalism: Maintain a clear separation between personal and business calls.
• Flexibility: Forward calls to any device, ensuring you never miss an important inquiry.
• Centralized Communication: Manage calls and voicemails within your Agent CRM account.

Step-by-Step Instructions for Adding and Configuring Your Phone Number

1. Add Your Number:

   • Navigate to Settings >> Phone Numbers >> Add Number.
   • Enter the desired area code and select a phone number from the options provided.

2. Set Up Call Forwarding:

   • Click the pencil icon next to your newly added number.
   • In the Call Forwarding field, input the number where you want calls to be directed (e.g., your cell or office phone).

3. Integrate Your Number with Team Settings:

   • Go to Settings >> Team Management.
   • Click Edit next to your name.

4. Assign Your Number to Inbound Calls:

   • Under Call & Voicemail Settings, locate the Inbound Twilio Number field.
   • Select the number you just added.

5. Customize Your Voicemail:

   • Upload a personalized voicemail greeting if desired.
   • Once completed, click Save to finalize your settings.

For more guidance on getting started, explore our blog on Triggers Overview​.

How Agent CRM Enhances Your Call Management

Agent CRM simplifies your call management by offering tools like call forwarding and voicemail integration. These features ensure you’re always connected to your clients, even when you’re on the go. Plus, having all communication centralized in one platform makes it easy to track and manage client interactions.

Learn More

Looking to maximize your Agent CRM experience? Check out these resources:

• Getting Started with Agent CRM: Integrations​
• Never Miss a Beat: Automating Missed Call Responses​
• Exploring the Power of Agent AI

Bonus Resource: Watch and Learn