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.
What is and Why Have a Brivity Number
Step 1: Click on your name in the upper-right and select Account, and then Phone Settings. Click here to be taken directly there.
Step 2: Select each agent's routing phone number from the drop-down. Normally this would be the mobile phone number for agents and admin would select their office phone number. *Just keep in mind that Brivity will route calls this number.
Step 3: Add a Brivity number for each user
Step 4: A modal will open. First choose a country, add a requested area code, and click SEARCH. Several numbers will populate for you to select from. Save when you have made your selection.
To make a call, find a contact and click on the green phone icon:
To text message, find a contact and click on the SMS icon: