In CRM systems, number settings are essential for adapting and overseeing the management of telephone and SMS activities. By using them properly, you can ensure that only relevant interactions are logged in your CRM, leading to the preservation of accurate data and enhancement of communication processes with customers.
Selecting phone numbers and SMS sending numbers
Typically, all phone numbers and SMS messaging numbers are deactivated by default, but you can customise them to include only those you consider relevant or prioritised in your CRM.
In Ringover, two main categories of numbers are distinguished: phone numbers and SMS messaging numbers. Below, we'll provide detailed information on each of these categories.
Phone numbers
The "Phone numbers" setting provides you with the ability to filter numbers for which call activities will be created in the CRM. By default, when activating an integration, all phone numbers are activated. However, you can customise this setting by selecting all available numbers or choosing only those that fit your preferences and specific needs.
SMS messaging numbers
The "SMS messaging numbers" setting operates under the same principle but focuses on filtering mobile phone numbers for SMS activities in the CRM. This provides additional flexibility for managing which SMS interactions will be logged in the CRM.
And there you have it, you now know how to select phone numbers and SMS messaging numbers! 🎉