How to Set Up and Use Verified Caller ID

Your phone number is more than just a line of contact; it serves as a security line for your customers, a source of reassurance, and a key component of your branding. The best way to enhance the experience for both parties is by setting your Verified Caller ID, which is the name associated with your phone number and what your clients see when you make a call.

Before you can start using your phone number as a Caller ID, you must first verify it within the CRM. Here's how:

Navigate to the sub-account settings by clicking on Settings. Then, open the Phone Numbers section. Here, you will find the Verified Caller IDs tab.

Click the Add Number button to add a new Caller ID.

Next, enter the phone number you wish to verify, including the country code, and click Verify Number.

A six-digit One-Time Password (OTP) will appear on the screen. Shortly, you'll receive a call on the number you're trying to verify. Enter the OTP when prompted.

Once verified, your phone number will appear in the Verified CallerID list.

After verifying your phone number, you can set it as your Caller ID for outbound calls:

Find the phone number you wish to update from your list and click on the edit icon from the 3-dot dropdown.

In the settings for your selected phone number, enable the Verified Caller ID feature and choose the verified number you want to link as your Caller ID.

With these settings saved, all outgoing calls from this phone number will now display your verified Caller ID.

• Ensure the phone number is entered correctly, including the correct country code. If the problem persists, try the verification process again or contact support for assistance.

• Typically, a verified number is unique to one CRM account to prevent misuse. 

• Double-check that you've enabled the Verified Caller ID feature for the correct phone number. If everything seems correct but the issue persists, there might be a delay in the feature activation, or your phone service provider may not support this feature.