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 the number label to clearly identify a number.
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
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