Welcome to RocketPlan CRM! This guide will help you understand and configure the phone number settings to optimize your communication processes.
Overview of Phone Number Settings
The phone number settings in RocketPlan CRM allow you to manage how your team communicates with clients and prospects. This includes setting up calling features, managing phone numbers, and integrating with other communication tools.
Accessing Phone Number Settings
1. Log in to RocketPlan CRM: Use your credentials to access the platform.
2. Navigate to Settings: Click on the gear icon located in the top right corner.
3. Select Phone Settings: Choose the 'Phone Numbers' option from the menu.
Configuring Phone Numbers
Adding a New Phone Number
- Click on the "Add New Phone Number" button.
- Enter the required details:
- Phone Number
- Type (e.g., landline, mobile, VoIP)
- Assigned User or Team
- Save your changes.
Editing Existing Phone Numbers
- Locate the phone number you wish to edit in the list.
- Click on the "Edit" button next to the number.
- Update the necessary fields.
- Save your changes.
Deleting Phone Numbers
- Find the phone number you want to remove.
- Click on the "Delete" button.
- Confirm the deletion when prompted.
Managing Call Settings
Call Forwarding
- In the phone settings, look for the call forwarding option.
- Enter the number where calls should be forwarded.
- Save your settings.
Voicemail Settings
- Access the voicemail section within the phone settings.
- Configure your voicemail greeting and other preferences.
- Save your settings.
Integrations with Communication Tools
Connecting to VoIP Services
- Navigate to the integrations section.
- Choose your preferred VoIP service from the list.
- Follow the prompts to connect your account.
- Test the integration to ensure it works smoothly.
Syncing with Calendar
- In the integrations tab, locate the calendar sync feature.
- Link your calendar to allow automatic scheduling of calls.
- Adjust settings for reminders and notifications.
Best Practices for Phone Number Management
- Regularly review and update phone numbers to ensure accuracy.
- Assign phone numbers to specific team members for better accountability.
- Utilize call logging features to track interactions with clients.
Troubleshooting Common Issues
- Unable to Add Phone Number: Check if all required fields are filled out correctly.
- Call Forwarding Not Working: Verify the forwarding number and ensure it’s active.
- VoIP Connection Issues: Ensure your internet connection is stable and retry connecting.
Conclusion
By following this guide, you will be well-equipped to manage phone number settings within RocketPlan CRM. Regularly review these settings to enhance your communication strategies and ensure effective client engagement. Enjoy using RocketPlan CRM!