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.
Change Number
- Go to Admin > Phone Numbers
- Select Actions > Change Number to the right of the number
- Enter the Area Code (up to 6 digits) > Find Available Numbers
- Select the Desired Number > Change Number
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
Numbers can be swapped to another team member, team inbox, or company.
- Go to Admin > Phone Numbers
- Select Actions > Swap Number
- Choose the desired Number > Swap Numbers
Move Number
This function allows numbers to be moved to Team Inboxes. Numbers can only be moved from Team Inboxes.
Edit Label
This allows admin users to edit the number label for managing purposes. The number label is internal only.