Paring your Phone Number will allow you to call your contacts directly from FreeAgent CRM. Your number will be used for all outgoing calls made from within FreeAgent CRM and these calls will not consume your plan's data.
Other benefits include calling your contacts with a single click, phone logs of all your calls and notes you add to them.
In this tutorial we will cover the following topics:
Navigate to Pair Phone number
To get started, click on your profile picture and then 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.
Pair Phone Number
Watch the video below or continue reading to learn how to pair your Phone Number with FreeAgent CRM.
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.
Unpair Phone Number
Head to the Pair Phone Number settings as described in the Navigation portion of this tutorial. Once there click the 'Unpair' button.
You will need to confirm the process by clicking the 'Unpair' button.
Your phone number will be unpaired from FreeAgent CRM and you will be presented with the option to pair another one.