Creating and Setting up a Phone Number in the CRM

Creating and Setting up a Phone Number in the CRM

1. Introduction

   • Tutorial on creating a phone number for your phone system in CRM.

   • Optional but useful for sending automated SMS messages.

   • Estimated time: 15-20 minutes.

2. Adding a Phone Number

   • Go to settings and navigate to the phone numbers tab.

   • Click to add a new number.

   • Choose an area code and proceed to purchase the number (around $1).

3. Setting Up Configuration

   • Before registering, set up call forwarding and caller ID.

   • Configure call reporting and notification settings.

4. A2P Compliance Requirements

   • Must have terms and conditions policy on the website.

   • Form with a consent box linking to terms and conditions page.

   • Take screenshots of these assets and upload to a Google Drive folder.

5. Creating an Opt-In Form

   • Use the form builder to create an opt-in form.

   • Update the form with terms and conditions link.

   • Ensure active URL for the form.

6. Incorporating Consent into Calendars

   • Add consent checkbox to appointment booking pages.

   • Update booking forms with consent box and terms link.

7. A2P Compliance Registration

   • Start the registration process with your business EIN number.

   • Choose the volume level for registration.

   • Follow the tutorial to include campaign message details.

8. Final Steps

   • Update all message details with company information.

   • Ensure phone number is included in the message.

   • Include consent details in the message.

   • Submit the application and wait for approval (within 48 business hours).