Phone Numbers
Use this setting to configure the phone numbers that will be used by the telephone module.
Overall, the phone numbers will be setup by P3. We will need to know 3 things when we set up the phone numbers:
- How many numbers are needed
- The mapping of the phone number (from old system to P3)
- The Lead Source of each phone number
Prior to activating the Telephone Module, P3 will need to know the above information. Then, P3 will create the corresponding phone numbers within Twilio. Twilio is the technology framework that sends and receives the phone calls within P3. As only P3 has access to Twilio, this is a task that only P3 can complete.
Once the Twilio phone numbers are created, then the Phone Numbers and the mapping will be setup in this screen. Here, we simply identify the original phone number and the P3 Lead Source with the new Twilio number.
Screenshots
Setting - Phone Numbers
Phone Number Setup
Notes:
- Displaying the Original Phone Number in this list is purely for informational purposes in case anything needs to be changed in the future. It does not control the actual forwarding or mapping to the Twilio phone number. That control is done within your original phone system.
- If the Lead Source does not display, it means tracking the phone calls to Lead Source settings has not been activated. Please see instructions here.
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