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Setup Calling & Texting - Brivity Platform

Brivity now allows you to call and text message directly from your CRM! First, you'll need to set a number up for each of your users.

*Note: Phone functions are only available in Brivity Platform accounts. 

 

Brivity-Help-ic (3) WALK ME THROUGH IT

 

Click_to_call

 

Step 1: Find Phone Settings

Click on your name in the upper-right and select Account, and then Phone SettingsClick here to be taken directly there
 
Recording #211
 

Step 2: Set a Routing Number

Select each agent's mobile phone number from the dropdown. We'll route calls there, and send text notifications to this number.
Select Routing
This setting tells Brivity send notification of text messages to this number. Incoming calls will also route to this number. If a mobile number is missing, the agent needs to add a number in their Profile. 
 

Step 3: Add a Brivity number for each user

Setting a Brivity number allows your team to send, track, and deliver calls and texts and generate reporting for those calls and text messages- regardless of your agent's phone service providers! 
Otherwise, Brivity would not be able to record and track calls or text messages from the many mobile providers available. 
Brivity number
In the very soon future, having this also will allow Brivity to send text messages on a drip campaign using AutoPlans. 
 

Step 4: Choose: Is this team member in the US or Canada?

Country
 

Step 5: Enter the Area Code of choice, select a number, and Save! 

Choose a number
 
Yippee! Your first Brivity number is set!
 
Continue adding numbers for your team. Your users will instantly be able to click to call from any contact record.
 

To make a call, find a contact and click on the green phone icon:

 
Phone
 

To text message, find a contact and click on the SMS icon:

 
SMS