If you’ve set up a voicemail message in Agent CRM to play when you miss a call, but callers are still hearing the voicemail message from your personal phone, don’t worry! This issue can be resolved with a few simple adjustments. Follow this guide to ensure your Agent CRM voicemail is working as intended.

Why Does This Happen?

This issue typically occurs when the call forwarding settings in Agent CRM are not properly configured. Instead of directing missed calls to your Agent CRM voicemail, the call is being forwarded to your personal phone’s voicemail system.

Step-by-Step Guide to Fixing Your Voicemail Settings

1. Check Your Call Forwarding Settings

  1. Log In to Agent CRM

    • Go to Settings >> Phone Numbers.

  2. Verify Call Forwarding Numbers

    • Select the phone number you’re using for your calls in Agent CRM.
    • Check the Call Forwarding field and ensure it’s pointing to the correct destination (e.g., your Agent CRM voicemail, not your personal phone).

  3. Update If Needed

    • If the forwarding number is incorrect, update it to ensure calls are directed to your Agent CRM voicemail.

2. Confirm Voicemail Configuration in Agent CRM

  1. Go to Team Management

    • Navigate to Settings >> Team Management and click Edit next to your user profile.

  2. Access Voicemail Settings

    • Scroll down to the Call & Voicemail Settings section.
    • Ensure that your voicemail message is uploaded and correctly set to play for missed calls.

  3. Save Changes

    • After making adjustments, click Save to update your settings.

3. Test Your Voicemail

  1. Simulate a Missed Call

    • Have a colleague or friend call your Agent CRM number and let it go to voicemail.

  2. Verify the Message

    • Ensure the correct Agent CRM voicemail message plays when the call is missed.

Pro Tips for Managing Voicemail in Agent CRM

  • Double-Check Uploads: Ensure your voicemail file is in the correct format (e.g., MP3 or WAV) and properly uploaded to Agent CRM.
  • Test Regularly: Periodically test your voicemail settings to ensure they remain functional.
  • Use Automation: Combine voicemail with automated text or email follow-ups to re-engage missed callers.

For more troubleshooting tips, check out our blog on Communicating with Leads​.

Learn More

Explore additional resources to maximize your Agent CRM experience:

Bonus Resource: Watch and Learn


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