How to Verify & Connect Your Phone Number in the CRM

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 Profile

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)  

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

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