Set up your phone and texting

Calling and texting from inside your CRM means every call and message is saved on the client’s record automatically — no more digging through your personal phone for what you said and when. This step gets your number set up.

Get your number

1. Open Settings from the left menu.
2. Go to Phone Numbers.
3. If a number isn’t already assigned to you, add one and choose an area code that fits your market.

It may already be set up

Your number and texting may have been configured when your account was created. If you can send a test text (below), you’re ready.

Texting needs a one-time registration

To send text messages, U.S. carriers require a one-time registration of your business before texting is switched on. This protects your messages from being filtered as spam. If your texting isn’t active yet, this registration is usually the reason — it can take a few days to approve, so start it early.

If you’re not sure whether yours is complete, reach out and we’ll check it for you.

Send a test text and place a test call

1. Open any contact record (use one of your own numbers as a test contact).
2. From Conversations, send a short text and confirm it arrives on your phone and shows up in the conversation thread.
3. Place a test call from the contact record and confirm it connects.

Why do this inside the CRM

• Every call and text is logged on the client’s record automatically.
• Your follow-up reminders can text clients for you.
• If a teammate ever helps with a client, the full history is right there.

Texting and compliance

Only text clients who’ve agreed to hear from you, and keep protected health information out of text messages unless you’re using the platform’s secure channels.

Next step

Now bring your existing clients in → Import your clients.