Best Practices – Purchase & Assign Phone Numbers

lease note: You can Purchase and Assign numbers within Number Manager, but it is highly recommended that you do this within CloudPhone. We have created CloudPhone because we wanted to create a simplified user experience, whereas Number manager should be used for much more complex integrations.

Within CloudPhone, provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy numbers and then assign the number. When a number is purchased, it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients.

To Purchase a Phone Number – Optional:

1. Click on the “Users” tab of CloudPhone, just left of the dashboard.
2. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user.
3. Click on to the “Buy Numbers” button.
4. To purchase a new number, decide whether you would like a local, toll-free, or a vanity number.
5. Search for an available number by city or area code. You can then decide what and how many numbers to purchase.
6. Add one number or multiple and then click “Buy Numbers.”
7. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.

Assign Numbers to a User – Required:

1. Click on the “Users” tab of CloudPhone, just left of the dashboard.
2. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user.
3. Click on the “Add from Spare Numbers” button.
4. Select what Spare Number you would like assigned to the user. Once you have chosen a spare number click “Add Selected Numbers.” This will link the number with the user in a few seconds.