In this video, I guide you through the process of configuring phone numbers in OfferBolt. We start by naming and organizing purchased numbers, then proceed to add them to the platform. I explain the importance of naming each number for easy user identification and call management. Action required: Follow the step-by-step instructions to configure each number effectively.
0:00 Introduction and Purchasing Numbers
2:00 Naming and Organizing Numbers
4:18 Enabling Call Connect Feature
5:53 Enabling Call Recording
6:05 Call Recording and Message Settings, Repeating the Configuration Process
Objective is to show users how to configure purchased phone numbers in OfferBolt by adding them, editing their settings, and naming them for organizational purposes.
Configuring Purchased Phone Numbers in OfferBolt
Introduction
Purchase a set of phone numbers
Next step is configuring these numbers in OfferBolt
Adding Numbers to OfferBolt
Go to settings and select phone numbers
Click on the add button for each purchased number to add them to OfferBolt
Configuring Phone Numbers
Name each number for easy identification (e.g., Ben 1, Ben 2, Ben 3)
Add market details to differentiate numbers if working in multiple markets
Configuration Settings
Caller ID: Choose to display tracking number or caller's number
Forwarding Calls: Set a forwarding number to redirect calls after text messages
Enable Call Connect: Option to require pressing a key to connect calls
Whisper Message: Custom message to identify caller based on contact details. To learn where to find these custom fields and how to copy and paste them click here.
Call Recording: Option to record calls made from the number
Additional Settings
Incoming and Outgoing Timeout: Set the ring duration before going to voicemail
Ring Incoming Call to User Selected: Forward inbound calls to specific users
Saving Configurations
Save settings for each number
Repeat the configuration process for every purchased number
Benefits of Naming Numbers
Easier identification when making calls or contacting users
Helps in matching numbers to specific users for efficient communication
Conclusion
Repeat the configuration process for all purchased numbers
Prepare for creating users and linking these numbers to user profiles in OfferBolt