Paring your Phone Number will allow you to call your leads directly from FreeAgent CRM. Your number will be used for all incoming and outgoing calls, however, calls from within FreeAgent CRM will not consume your plan's data.
Other benefits include calling your leads with a single click, phone logs of all your calls and notes you add to them.
Watch the video below or continue reading to learn how to pair your Phone Number with FreeAgent CRM.
Pair Phone Number
Go to your portrait and click 'Settings' (1). There click on Phone Setup (2) on the left-hand side menu. You can pair either your cell phone or your landline, even if you use an extension.
Here you will need to select your Country and enter your phone number, including the area code (1). If you have an extension feel free to add it to the Extension field. Click the 'Verify Phone Number' button (2).
You will receive a phone call to continue with the process where you will be prompted for the verification code. Enter the code on your phone and wait until the call ends on its own.
Congratulations! Your phone is now paired with FreeAgent CRM.