How to Disable the CRM Phone System for a Subaccount
Overview
This guide explains how to disable the built-in CRM Phone System for a specific subaccount (also known as a location) so you can use your own Twilio account for telephony services. Following these steps carefully is essential to avoid the permanent loss of any existing phone numbers associated with the subaccount.
Important Considerations Before You Begin
Before initiating the disable process, please review the following critical points.
Releasing Phone Numbers
If you wish to keep the phone numbers currently active on the subaccount, you must contact Twilio Support to have them released from the CRM Phone System before you submit the disable request. If you do not need to retain the numbers, you can skip this step.
Warning: Failing to release numbers before disabling the service will result in their permanent loss.
Preparing Your Twilio Account
Ensure you have an active Twilio account ready. You will need your Twilio Account SID and Auth Token to complete the transition.
Steps to Disable the CRM Phone System
Step 1: Release Your Phone Numbers (If Applicable)
If you are keeping your numbers, this is your first and most important step.
- Contact Twilio Support directly and request that they release your phone numbers from the CRM Phone System.
- Confirm that the release process is complete before moving to the next step.
Step 2: Locate Your Subaccount ID
You will need the unique identifier for the subaccount where you are disabling the phone system.
- Navigate to Settings > Business Profile within your CRM.
- Find and copy the Location ID for the relevant subaccount.
Step 3: Gather Your Twilio Credentials
Log in to your Twilio account console. From the main dashboard, locate and note down your Account SID and Auth Token. You will need these for the next step.
Step 4: Submit the Disable Request Form
Once you have your Location ID, Twilio Account SID, and Auth Token, you are ready to submit the request.
- Open the designated form for disabling the CRM Phone System.
- Enter the required information: your Subaccount ID (Location ID), Twilio Account SID, and Twilio Auth Token.
- Submit the form.
What Happens After Submission?
After you submit the form, the CRM support team will review your request. They will process the disablement and contact you via the email address associated with your account if any additional information is needed or to confirm completion. Processing times may vary.
Frequently Asked Questions
What if I don't release my numbers first?
The phone numbers will be permanently lost. Releasing them through Twilio Support beforehand is critical.
Can I disable the phone system for multiple subaccounts at once?
No. You must submit a separate disable request for each individual subaccount.
How long does the disable process take?
The processing time can vary. You will receive a confirmation email once the process is complete.
Can I switch back to the CRM Phone System later?
Yes, but you would need to contact CRM support to submit a request to re-enable the service for the subaccount.