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Navigation of Manage Numbers Screen

Navigate the RingResponse numbers purchase screens including buying toll free or local numbers

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Overview

The Manage Numbers screen in SalesExec lets administrators view, configure, and maintain the phone numbers tied to your RingResponse telephony setup. From here you can assign numbers to queues, set default caller IDs, and manage how these numbers behave in your calling workflows. This screen is crucial for keeping your call routing clean and predictable.

Key Functionality

  • Phone Number Listing
    Displays a list of all phone numbers configured in SalesExec’s RingResponse system.

  • Number Status Indicators
    Shows whether a number is active, inactive, assigned, or unassigned.

  • Queue Assignment
    Allows you to assign numbers to specific queues or departments for inbound/outbound routing.

  • Default Caller ID
    Set the caller ID that users see when they make outbound calls from a specific number.

  • Editing Controls
    Provides buttons to edit number settings or deactivate/reactivate as needed.

  • Search & Filtering
    Helps you locate numbers quickly by searching or applying filters (active status, area code, assigned queue).

How to Use This Feature

Log into SalesExec and open the Manage Numbers section (typically under phone/telephony settings).

The main screen will show a table of numbers with columns for:

  • Phone Number

  • Status (Active/Inactive)

  • Assigned Queue or Department

  • Region/Area Code

Manage Phone Numbers

  • The Manage Numbers page allows the Administrator to view existing phone numbers, assign to receive calls, make outbound calls or both. Manage Numbers page is broken down into the following parts.

Manage Numbers Screen



  1. Search: Ability to search for existing phone numbers already purchased within ClickPoint. You also can search for marketing information like the Channel, Source or Campaign and their association to a phone number. 

  2. Buy Number: Purchase new Local or Toll-Free phone numbers.

  3. Number: The phone number in which you have purchased. 

  4. Area: The geographic area the phone number services.

  5. Registered: The date the phone number was registered.

  6. Inbound, Outbound, SMS: Indicators for if the phone number is used for Inbound, Outbound, or SMS Texting (or all 3). 

  7. Marketing Information: The Marketing Channel, Lead Source and Campaign configured for the phone number. 

  8. Configure: Ability to configure a phone number for Inbound, Outbound or SMS as well as specify marketing information tied to inbound calls. Note that any phone number in which is not configured for either Inbound, Outbound or SMS will have a status of Disabled. 

  9. Delete: Ability to delete any purchased number. When a number is deleted, you will not be charged for the number during the next recurring billing cycle. 

Warning: After deletion of a phone number, it won’t be possible to obtain again. Administrators must be sure the phone number is no longer required.  

Best Practices

  • Standardize Caller IDs — Use recognizable caller IDs that match your brand or main office to increase answer rates.

  • Clean Up Inactive Numbers — Regularly deactivate numbers no longer in use to avoid routing confusion.

  • Assign by Function — Group numbers logically (e.g., sales queue, support queue) so users know which number rings where.

  • Use Filters to Manage Volume — When you have many numbers, leverage search and filters to manage efficiently.

  • Review Number Usage — Periodically check that numbers are correctly assigned and active where needed.

Troubleshooting

  • Number not showing as active
    → Confirm that the number status is set to active. If it’s not, reactivate it.

  • Calls not routing where expected
    → Verify which queue the number is assigned to and adjust routing settings as needed.

  • Default caller ID not displaying
    → Ensure the number’s caller ID settings are correctly saved and that outbound workflows are using that number.

  • Unable to find a specific number
    → Use search or filters to locate the number by area code, status, or assignment.

  • Changes not saving
    → Check permissions — only admins can modify number settings — and refresh the page before retrying.

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