You can get a phone number so you can make calls and send texts to your contacts from inside of Open To Close. This helps keep all of the communication in one spot for you or anyone on the team to see. Below are the steps you will need to take to get a phone number.

Go to your Settings (gear icon) and select Phone Numbers from the list.

Under the Search Available Phone Numbers section, enter either the area code or postal code to find a phone number in your area.

A list of available numbers will appear that you can choose from. To select the phone number, click on + Claim Number.

You will see a pop-up confirming that you want to claim that phone number. Click the Claim button for it to be assigned to your organization.

Once you claim the phone number, it will show in your Active Numbers where you can assign it to yourself or anyone else in your organization. Only team members in your organization will be able to use it, once it is assigned to them.