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How to Verify & Connect Your Phone Number in the CRM
Verify your number to start calling, texting, and tracking conversations
Overview
To ensure calls, texts, and notifications work properly inside the CRM, each agent must verify and connect their cell phone number.
This step is required for:
- Call forwarding from your assigned or ported Twilio number
- Tracking text conversations with leads in the CRM inbox
- Receiving real-time notifications so you don’t miss anything
Step-by-Step Instructions
1. Log in to the CRM
Each agent must complete this individually using their own login.
2. Navigate to Settings
- Click Settings
- Select My Settings
3. Locate Calling Settings
- Scroll down to the Calling section
- You’ll see your Connected Phone Number
This is the number that was entered when your account invitation was created.
4. Confirm Your Phone Number
- Make sure the number listed is a cell phone number
- It must be able to receive a verification code (SMS)
5. Verify Your Number
- Click Verify Phone
- Enter the verification code sent to your phone
- Click Validate
6. Save Your Settings
- Click Save to finalize the connection
How to Confirm It’s Working
Once completed:
- Your number will show as verified
- Calls and texts will properly route through the CRM
- Conversations will appear in your inbox
Why This Matters
If your number is not verified:
- Call forwarding will not work
- Text conversations may not log in the CRM
- You may miss important lead activity
Need Help?
If you run into any issues, reach out to:
support@ggms.com