If you navigate to Settings > Phone numbers and click on a phone number you want to set up, you see different options for setting up your phone number. Below you find a description of the different categories and what the settings entail.
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1. Campaigns (Outbound)
If you want to use the specific phone number you are looking at to be used for one or multiple specific campaigns, you can add the campaigns here. Applying campaigns here, means that every time your agents place a call on these campaigns, your leads will be called from this phone number. This can for example be useful for leads that expect your call!
2. Agents (user number)
If you have one or more agents calling for a specific project and it’s important to always call leads from this number, no matter which campaign the agents are calling from, you can add your agent(s) under Agents (user number).
This means that every call that is placed by these agents, will be placed from this specific phone number.
If you want to remove an agent from this column, you navigate to the user settings under Users > click on the agent you want to remove from the list of users and delete or change the phone number manually. If you want to assign another phone number to the agent, you can also add them under the settings of the new phone number, this will automatically remove them from the old number.
3. Phone pools
To prevent your numbers from being marked as ‘Potential spam’, responsibly calling with a number pool could be a great strategy.
You can call your leads from different phone numbers, for which we have this support article that explains how you can set up number pools and smart caller strategies!
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It is important to remember with the use of number pools, that your leads will always call back to the number they were called from. If you want to make sure you are always reachable for receiving inbound calls, please refer to our support article that explains how you can configure your inbound settings!
If you want your numbers to only be used during your opening hours, you can read how to set these up here.
Happy calling!