Manage Phone Numbers

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  1. Follow Up Boss - Help Center
  2. Communication
  3. Calling

Becca
  • Updated

When at least one user has the calling add-on enabled in Follow Up Boss, you will see the Phone Numbers tab 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 numbers 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 Number 

Admin users can change the company, inbox and team member numbers. Each user can change their team member number. 

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

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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 take 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. 

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