Open Integrations, then Phone & SMS, and click Connect. Once it is connected, add a phone number. You use that number to call and text leads from FlowForce.
Phone setup is part of the Go live checklist on your Dashboard. Healthcare and legal workspaces do not see that step.
Steps
- Click Integrations in the sidebar, then Phone & SMS.
- Under Connection status, click Connect. FlowForce shows Phone & SMS connected when it is ready.
- Click Add number at the top right to get a number for your workspace. You need to verify your identity before you can buy a number. See How to verify your identity before you buy a phone number in FlowForce.
- Your numbers show under Organization numbers. One number is marked Default.
Organization numbers
Each number shows its monthly cost, whether it is the default, and how many users can use it. To let teammates use a number, turn on Team sharing on that number. The bin removes a number.
Personal caller IDs
Under Personal caller IDs, add your own mobile number to show as the caller ID on outbound calls. These numbers are for voice only, not for texts.
Pause or disconnect
Pause pauses the connection. Disconnect removes it.
If it did not work
The status says SMS connected, calling unavailable. Texts work but calls do not yet. Click Refresh calling and try again.
My teammate cannot use the number. Turn on Team sharing for that number.