In order to make phone calls or text a lead from your Elevate CRM, you will need to select from a VOIP phone number to perform this action.
Please note: VOIP numbers must be unique. You can not pick a VOIP number that matches a currently existing number (for example, your cell or landline).
Selecting a VOIP Number
1. After you're logged in to your Elevate CRM (https://crm.yourelevate.com), select the Manage Account link within your profile menu.
2. Click the Select VOIP phone number link from this section.
3. To ensure that all VOIP phone numbers are available in your area, make sure to leave the Phone Number and Area Code blank on the left menu. Select a State and then click the Search button below. This will populate all of the available numbers in the area.
To select a VOIP number to your Elevate account, click the Choose Number button to the right.
Using Your New VOIP Number
Once your VOIP number has been established, you will be able to call and text clients directly through the system. Our system will document your text history and make a note of any calls made.
To perform a call or text, navigate to the clients profile by clicking on their name within your CRM. Next, click either the "text" icon or the "call" icon. If you choose to call, you will receive a call to your cell phone from our VOIP system asking you to hold while it connects you to the person you're attempting to contact. Any person you contact will see the VOIP number when calls or texts are made.
To Delete Your Current VOIP Number
Please contact our support team at email@example.com. Releasing a VOIP number must be done by a member of our team as this option is not currently available to agents.
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!