Settings
Phone numbers
Configure the calling identity used by supported CRM phone tools
Phone settings manages the numbers and configuration available to Auto-Dialer and calling workflows
What this workspace includes
- Available numbers
- Calling configuration
- Assignment context
- Connection status
Complete workflow
- 1
Open Phone Numbers
Review the current setup
- 2
Add or configure
Complete the supported number flow
- 3
Choose assignment
Set the intended workspace context
- 4
Test calling
Verify the number in a supported call
How records and settings behave
- Configured numbers become available to calling tools
- Availability follows workspace scope
- Call records preserve the used context
Working effectively
- Use recognizable calling identity
- Confirm regional suitability
- Review number ownership regularly
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Phone numbers?
Review the current setup
When is my work saved?
Configured numbers become available to calling tools
How do I confirm the result?
Return to the related list or detail view and review its current status. Call records preserve the used context