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Phone Number Initial Setup

How to set up your first phone number in Elite Realty CRM

Written by William Kabrall

These instructions should be followed while using Elite Realty CRM from a Desktop/Laptop computer. These instructions cannot be followed on the mobile app.

Instructions

  1. Log in to the CRM

  2. Settings > Phone Numbers

  3. Select 'Add Number' at the top-right > Add Phone Number

  4. Change the Country drop-down menu to your correct country

  5. Select Filter > In the search bar, type in your area code > Change 'Match To' dropdown menu to 'First part of number'

  6. Apply

    1. If you get no results, try a different area code.

    2. When you see a number you like, select 'Proceed to Buy'

  7. Select your number and 'Edit Configuration'

    Screenshot 2024-03-20 at 4.00.57 PM.png
  8. Add a forwarding number if you would like and make sure to disable 'Call Connect' feature > Save

  9. Navigate to 'My Staff' on the left-hand menu

  10. Edit the profile of the user who will be using this phone number

  11. Scroll down and open 'Call & Voicemail Settings'

  12. Change the 'Inbound Twilio Number' to the new nuumber you just set up.

  13. Save

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