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.
Other benefits include calling your contacts with a single click, phone logs of all your calls and save the notes you add to them.
In this tutorial, we will cover the following topics:
- Access Level Needed to Pair Phone
- Navigating to Pair Phone
- Pairing your Phone Number
- Changing your Phone Number
- Unpairing your Phone Number
Access Level Needed to Pair Phone
This feature is available for all users in FreeAgent CRM.
Navigating to Pair Phone
Open the menu and click on 'Settings' to display the available options, then click 'Pair Phone'. Alternatively, you can use the search feature and type 'Pair Phone' to get there faster.
Pairing Your Phone
Paring your Phone Number will allow you to call your contacts directly from FreeAgent CRM. Your number will be used for all outgoing calls, however, calls from within FreeAgent CRM will not impact your phone bill.
Other benefits include calling your contacts with a single click, phone logs of all your calls and notes you add to them.
To pair your phone, go to your Personal Settings or search 'phone' in the menu, then click on 'Pair Phone'.
Here you will need to select your country and enter your phone number, including the area code. If you have an extension feel free to add it to the Extension field. Click the 'Verify Phone Number' button.
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.
Your phone is now paired with FreeAgent CRM, you can unpair and pair a different number at any time.
Change Phone Number
If you have already paired a phone number, but you would like to change it, whether it is to a cellphone number or a landline, just click the 'Change Phone Number' button.
You will need to follow the same process described in 'Pair your Phone' to complete the process.
Unpair Phone Number
If you would like to remove your phone number altogether from FreeAgent CRM, then just click on the 'Unpair' button.
You will need to confirm that you would like to continue with the Unparing process, by clicking the 'Unpair' button.