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Desktop Only - Changing/Adding a New CRM Phone Number

Must be done on desktop. A guide for changing your CRM phone number, or adding one or multiple new numbers.

🎯 Changing or Adding a CRM Phone Number

  1. 📱 Access Phone Number Settings

    • Log into your CRM and go to Settings → Phone Numbers.

    • Click Add Number to start the process.

  2. 🔍 Filter by Area Code

    • Use the filter option to search by your desired area code.

    • Double-click the first part of the number and click Apply.

  3. ☎️ Select Your Number

    • Review the list of available phone numbers matching your area code.

    • Select one or multiple numbers that you want to use.

  4. 💳 Purchase the Number

    • Once selected, click Buy to finalize and add the number to your CRM.

💡 Pro Tip: Choose area codes that align with your business location or primary customer base — it helps build trust and local recognition.

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