Original Question:
Wesley Raymond Ging asked:
“I have Agent CRM forward calls to my cell. I want to know they are coming from Agent CRM when my cell rings. Currently, it shows the number of the person calling. Is this possible?
Also, I want the caller ID when I call someone to say ‘RocketPro.’ Is this possible?”
Answer:
Yes, you can set up a Whisper Message to identify calls coming from Agent CRM when they are forwarded to your phone. However, customizing the outbound caller ID is not directly available in Agent CRM, but there is an external solution to achieve this.
How to Identify Agent CRM Forwarded Calls on Your Cell Phone
When a call is forwarded from Agent CRM to your cell phone, it currently displays the caller’s number. To know that a call is coming from Agent CRM, you can enable a Whisper Message.
Steps to Set Up a Whisper Message in Agent CRM
- Go to Settings > Phone Numbers
- Click the pencil icon to edit your Agent CRM phone number
- Find the option labeled “Whisper Message”
- Enter a custom message, such as “Call from Agent CRM”
- Save your changes
Now, when a call is forwarded to your cell phone, you will hear a brief audio message before connecting, letting you know that the call originated from Agent CRM.
How to Change Your Outbound Caller ID to Show Your Business Name
Agent CRM does not allow direct caller ID name changes, but you can use a free tool to register your phone number with your business name.
Steps to Register Your Caller ID with Your Business Name
- Go to calltransparency.com
- Register your phone number
- Enter your business name (e.g., “RocketPro”)
- Submit the form and follow any verification steps
Once registered, most major phone carriers will display your business name instead of just your phone number when making outbound calls.
Why These Features Are Useful
✔ Know instantly when a call is coming from Agent CRM
✔ Maintain professionalism by displaying your business name as caller ID
✔ Ensure leads recognize your brand when you call them
These small adjustments enhance your business communication, making it easier to manage inbound and outbound calls effectively.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
