In CRM systems, number settings are essential for adapting and monitoring the management of telephone and SMS activities. By using them properly, you can ensure that only relevant interactions are recorded in your CRM, resulting in the preservation of accurate data and improvement of communication processes with customers.
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from the integrations 💳
- To add numbers to your Ringover account, you must be an account administrator or have access to the Dashboard 👨💼
- To add a mobile number, you must have a Business or Advanced plan.
Selecting phone numbers and SMS sending numbers
Typically, all phone numbers and SMS messaging numbers are activated by default, but you can customize them to include only those you consider relevant or prioritized 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 customize 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 recorded in the CRM.
And there you have it, you now know how to select phone numbers and SMS messaging numbers! 🎉