Using an Insightly Voice phone number

To use the dialer, administrators will need to assign phone numbers to their team.

There are two options:

  1. Add personal numbers to Insightly Voice. 
  2. Get a phone number right from Insightly.

Verifying your own number

Your agents can use their own personal phone numbers with Voice.

  1. Click System Settings > Voice.
    screenshot-crm.na1.insightly.com-2018-04-13-09-07-09.png
  2. Click Verify Phone Number.
    Voice_number_1.png
  3. Enter the number you want to verify. You must include +1. Add a Friendly Name (for example, the agent who will use the number). Click Verify Number.
    Voice_number_2.png
  4. A validation code will appear on the screen. The phone associated with the phone number will ring and will prompt you to enter your validation code.

Obtaining a number from Insightly

Administrators can also acquire a phone number from Insightly.

    1. Click System Settings > Voice.
      screenshot-crm.na1.insightly.com-2018-04-13-09-07-09.png
    2. Click Add Phone Number.
      Voice_number_3.png
    3. Select your country.
      Voice_number_4.png
    4. Select to search by Area Code or Number to find available numbers.
      Voice_number_5.png
    5. Fill out the text box and click search. A list of numbers available for purchase will appear. Select the number you wish the purchase.
      Use_voice_1.png
    6. Click Add Selected Numbers.
      Use_voice_2.png
Have more questions? Submit a request
Top