How to Assign a Dedicated CRM Phone Number to a User
Overview
This article explains how to assign a dedicated CRM phone number to a specific user in your account. When a number is assigned to a user, all incoming calls to that number will be directed to that user.
Method 1: Assign a Number via User Settings
Step 1: Add a Phone Number
First, you must have a purchased phone number available. Navigate to your location settings and find the section for managing phone numbers. Click the button to add a new number to your system.
Step 2: Edit the User's Profile
Go to the section of your CRM that lists your team members or staff. Find the user you want to assign the number to and open their profile for editing.
Step 3: Select the Inbound Number
Within the user's profile, locate the section for call and voicemail settings. Find the dropdown menu labeled for selecting an inbound number. Choose the specific CRM phone number you wish to assign from this list.
Method 2: Assign a User via the Phone Numbers Section
You can also assign a user directly from the main phone numbers management area. For a specific number, you can select a user from the available options to route calls to them.
Method 3: Assign a User from a Contact Record
Another way to assign a user to handle calls is from an individual contact's record. Navigate to the contact, find the field for an unassigned user, and select the appropriate team member.
Frequently Asked Questions
Can I assign multiple phone numbers to a single user?
No. A user can only be assigned one dedicated CRM phone number at a time for direct call routing.
Can multiple users share the same phone number?
No. Only one user can be assigned to a specific CRM phone number. Once assigned, all calls to that number will be directed exclusively to that user.