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Settings
Before you start using a new phone number, you need to decide which campaigns you want to use it for, whether it should be included in a number pool, and whether it should be assigned to specific agents. You may also need to change the settings for a phone number that is already in use. Here, we'll show you how.
Go to Settings and Phone numbers.
Click on a phone number you want to set up.
Now, you see different options for setting up your phone number. Below, you find a description of the different categories and the settings they entail.
Display name
Give the phone number a name to make it easier to recognize. This is especially useful if you have many phone numbers in use simultaneously. A display name is the name shown to Adversus users.
Tags
Add one or more tags to make the phone number easier to find in the system.
Campaigns (Outbound)
If you want to use the specific phone number for one or multiple specific campaigns, you can add the campaigns here. When you apply campaigns here, your leads will be called from this phone number whenever your agents place calls on these campaigns. This can, for example, be useful for leads who expect your call!
Phone pools
If you use number pools, you can add the phone number to a pool here. If you aren't familiar with number pools and smart caller strategies, you can learn more here. The method helps prevent your numbers from being marked as potential spam.
When using number pools, be aware that leads can call back the number they were called from unless you use inbound routing.
If you want your numbers to be used only during your opening hours, you can read how to set this up here.
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 made by these agents will be from this specific phone number.
If you want to remove an agent from this column, navigate to the user settings Users. Click the agent you want to remove from the user list, then manually delete or change the phone number. If you want to assign another phone number to the agent, you can also add them under the outbound settings of the new phone number. This action will automatically remove them from the old number.
Happy calling!