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The Set Up
Creating Phone Numbers
Watch the video below to learn how to create new phone numbers within Close CRM!
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Method
Navigate to the
Settings
page, located on the bottom of the menu on the left-hand side of the page.
Once there, click
Phone & Voicemail
under the
Communication
section. You should see a page like the one below.
Once here, click the ‘
+ Add
’ button on next to the
Personal Numbers
title.
When the pop-up appears, select the following options:
Choose United States (+1) in the
Country
dropdown box.
Under prefix, type in the 3-digit area code corresponding to the US state you will be calling.
Click
Request New Number
.
Close will create your new phone number and it will be visible below your other personal numbers
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.