Overview
If your phone number is currently housed in another CRM (such as Follow Up Boss), you can port it directly to the Radius platform. The process involves a portability check, two outbound emails, and a short wait for confirmation — all handled from within your Radius dashboard.
Key Benefits
Keep your existing phone number when moving to Radius
Guided email templates are provided — no need to draft from scratch
Radius support is automatically CC'd on all outbound emails for tracking
Track your porting status directly in the Radius mobile app
Before You Begin
Your phone number must be a Twilio number currently registered in another CRM (e.g., Follow Up Boss)
You will need the email address of your CRM's admin or manager
The process requires sending two emails — one to your CRM manager and one to Twilio — so have your account details ready
Step-by-Step Instructions
Step 1: Open a New Port Request
Log in to your Radius dashboard on the web.
Navigate to Settings > Phone Numbers.
Click + New Port Request.
Step 2: Run a Portability Check
Enter the phone number you want to port in the Portability Check field.
If the number is eligible, you will see a green "Number is portable" confirmation.
If the number is not portable, contact Radius support for next steps.
Step 3: Send Email to Your CRM Manager
Before Twilio can transfer the number, your current CRM provider must approve the request. Radius will generate an email template for you to send to your CRM admin.
Enter your CRM manager's email address in the To field.
Example: your Follow Up Boss admin's email
support@radiusagent.com will be auto-filled in the CC field — do not remove this.
The subject line will be pre-filled as: Port request
Review the message body and fill in the bracketed fields:
[CRM Manager] → The name of your CRM (e.g., Follow Up Boss)
[CRM Name] → The name of your CRM again in the body
[Agent Name] → Your full name
[Agent Phone Number] → The phone number you are porting
Click Send Mail to submit.
📋 Note: You must wait for your CRM manager to reply via email confirming approval before moving on to Step 4.
Step 4: Send Email to Twilio
Once your CRM manager has confirmed the transfer, you will send a second email directly to Twilio to initiate the number transfer.
The To field will be pre-filled with porting@twilio.com — do not change this.
support@radiusagent.com will be auto-filled in the CC field — do not remove this.
The subject line will be pre-filled as: Request for Phone Number Transfer Between Accounts
Review the message body and fill in the bracketed fields:
[Phone Number] → Your full phone number including country code (e.g., +1 4155551234)
[Enter the CRM] (appears twice) → The name of your CRM (e.g., Follow Up Boss)
[Enter the Account SID for (CRM)] → The Twilio Account SID associated with your current CRM. Your CRM manager should provide this.
[Agent Name] → Your full name
[Agent Phone Number] → The phone number you are porting
Click Send Mail to submit.
⚠️ Important: By sending this email, you acknowledge that the transferred number will lose its existing configuration, all messaging settings (opt-outs, A2P registrations) will be reset, and the number will need to be reconfigured in Radius after the transfer is complete.
After Submitting
Once the Twilio email is sent, your port request will appear in the Parking Lot section of the Radius mobile app.
Twilio will notify all parties on the ticket once the transfer is complete.
After the transfer, you will need to reconfigure your number and re-register for A2P messaging within Radius.
Frequently Asked Questions
What is a Twilio Account SID and where do I find it?
A Twilio Account SID is a unique identifier for a Twilio account. Your CRM manager (e.g., your Follow Up Boss admin) should be able to provide this. It is typically found in the Twilio account settings dashboard.
What happens to my messaging settings after the port?
All existing messaging configurations — including opt-outs and A2P registrations — will be reset during the transfer. You will need to reconfigure these within Radius once the port is complete.
How long does the porting process take?
Timing varies. The email to your CRM manager notes the timeframe as ASAP, but the actual transfer depends on your CRM provider's approval speed and Twilio's processing time. Contact support@radiusagent.com if you experience delays.
Where can I track my port request status?
After submitting, your request will be visible in the Parking Lot section of the Radius mobile app.
Can I port any phone number to Radius?
Only Twilio numbers can be ported through this process. Run the Portability Check in Step 2 to confirm your number is eligible before proceeding.
Who do I contact if I get stuck?
Reach out to support@radiusagent.com — they are automatically CC'd on both emails and can assist with any issues along the way.