When at least one user has the calling add-on enabled in Follow Up Boss, the Phone Numbers tab will appear in the Admin menu. On this page, numbers can be viewed, changed, swapped, moved, and edited.
Note: Changes made on this page will not affect billing. To purchase additional calling add-ons for users, the owner must go to billing.
When to Edit Phone Numbers
Change Number
- We recommend changing your number if you need a number in a different area code (before establishing your number with contacts).
Swap Number
- Swap numbers to keep both in your account and swap with a user or inbox number.
Move Number
- Move a number within your account to replace a number.
Edit Label
- Change the number label to identify a number.
Change Number
Admin users can change the company, inbox, and team member numbers. Each user can change their team member number within their My Settings.
1. Go to Admin > Phone Numbers
2. Select Actions > Change Number to the right of the number
3. Enter the Area Code (up to 6 digits) > Find Available Numbers
4. Select the Desired Number > Change Number
5. The old number will be released and appear on the phone numbers page for 30 days before being permanently removed from the account.
Swap Number
Admin users can swap numbers to another team member, team inbox, or company.
1. Go to Admin > Phone Numbers
2. Select Actions > Swap Number
3. Choose the desired Number > Swap Numbers
Move Number
This function allows admin users to move numbers between Team Inboxes.
1. Go to Admin > Phone Numbers
2. Select Actions > Move Number
3. Choose the Team Inbox > Move Number
Edit Label
This allows admin users to edit the number label for managing purposes. The number label is internal only.
1. Go to Admin > Phone Numbers
2. Select Actions > Edit Label
3. Add or Edit the label name > Save
Transfer Virtual Number to a New Account
If you are switching Follow Up Boss accounts and would like to have your number transferred to the new account, please contact support@followupboss.com with your current account login email, your new account login email, and the phone number you would like to transfer.
Note: The account owner will need to provide permission to transfer numbers.