The Set Up

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Creating Phone Numbers

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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.
Screenshot 2024-04-11 at 6.44.24 AM.png
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.
Screenshot 2024-04-11 at 6.48.28 AM.png
Click Request New Number.
Close will create your new phone number and it will be visible below your other personal numbers
Screenshot 2024-04-11 at 6.48.09 AM.png
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