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How to Purchase a Phone Number in CRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago
  1. Accessing RocketCRM:

    • Open the RocketCRM web portal for your company using a web browser.

    • Log in with your credentials.

  2. Navigating to Phone Number Settings:

    • Locate the left-side menu panel.

    • Scroll to the bottom and select the Settings section.

    • Scroll down the left-side menu and click on Phone Number.

  3. Adding a Phone Number:

    • Click the Add Number button at the top right.

    • Choose Add Phone Number from the available options.

    • A new page will open displaying available phone numbers.

    • Select the phone number you want to add.

    • Click Proceed to Buy to finalize the process.

Completion:

Once all steps are completed, the selected phone number will be successfully added to your RocketCRM account.

  1. Click "Settings"

  1. Click "Phone Numbers"

  1. Click "Add Number"

  1. Click here.

  1. Pick your number.

  1. Click "Proceed to Buy"

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