---
title: How to Verify & Connect Your Phone Number in the CRM
description: Learn how to verify and connect your phone number in the CRM to enable call forwarding, track texts, and receive real-time lead notifications.
---

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October 22, 2026

# 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

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#### 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 **Profile**

**![Screenshot 2026-10-22 at 11.29.32 AM-1](https://knowledge.ggms.com/hs-fs/hubfs/Screenshot%202026-10-22%20at%2011.29.32%20AM-1.png?width=670&height=463&name=Screenshot%202026-10-22%20at%2011.29.32%20AM-1.png)**

---

### 3. Locate Connected Device

- The number listed should be your cell phone number 
    - This is the number that was entered when your account was created
- If there is not a green checkmark, your device has not been verified 
    - Proceed to the next step(s)

![Screenshot 2026-10-22 at 11.30.51 AM-1](https://knowledge.ggms.com/hs-fs/hubfs/Screenshot%202026-10-22%20at%2011.30.51%20AM-1.png?width=670&height=275&name=Screenshot%202026-10-22%20at%2011.30.51%20AM-1.png)

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### 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 6-digit verification code sent to your phone
- Click **Validate** 
    - A green checkmark will appear next to the number

![Screenshot 2026-10-22 at 11.34.25 AM](https://knowledge.ggms.com/hs-fs/hubfs/Screenshot%202026-10-22%20at%2011.34.25%20AM.png?width=670&height=331&name=Screenshot%202026-10-22%20at%2011.34.25%20AM.png)

---

#### 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

---

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If you run into any issues, reach out to:  
**support@ggms.com**

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