Tenant connection
- Admin opens Settings → Integrations → Phone & SMS
- Complete voice connection; use reconnect if infrastructure updates
- Provision local numbers for voice and SMS
Caller ID and CNAM
- Reps verify personal lines under My verified caller IDs
- Admins manage team verified caller IDs
- Set CNAM (outbound caller ID name) when requesting new numbers
Inbound and notifications
- Mark availability to receive inbound in the softphone
- Enable missed-call and voicemail email in notification preferences
- SMS and calls log to the lead timeline automatically