Configure Phone Number Settings & Call Forwarding

Setting Up Phone System for GrowthMap Account

The objective of this SOP is to guide the setup of a phone system for a GrowthMap account, including registering phone numbers with carriers, purchasing numbers, configuring call forwarding, and assigning numbers to staff members.

Register Phone Numbers with Carriers:

1. Ensure that all business phone numbers are registered with carriers to enable sending and receiving text messages and phone calls.
2. Check the Trust Center in the GrowthMap account for verification status (green checkmark indicates verification).
3. Contact support if any numbers are unverified, rejected, or pending.

Purchase Phone Numbers:

1. In the GrowthMap account, purchase a default number or as many numbers as needed.
2. Add a phone number by searching for specific area codes or toll-free numbers.
3. Configure the purchased phone number.

Configure Call Forwarding:

1. Determine the call forwarding setup for incoming calls.
2. Set up forwarding to the main business phone number or a specific number of choice.
3. Utilize features like call connect and voicemail recording if needed.

Assign Numbers to Staff Members:

1. Assign purchased phone numbers to individual staff members.
2. Allow staff members to choose how they want to answer calls (mobile app, desktop, forwarded to cell phone, etc.).
3. Set preferences for call handling, such as answering in the mobile app or forwarding to a cell phone.

Additional Tips

• Purchase phone numbers based on business needs (e.g., one for each staff member, one for the business, etc.).
• Utilize call forwarding features to streamline call handling and improve customer service.
• Encourage staff members to set preferences for call answering to optimize communication efficiency.
• Ensure all phone numbers are registered with carriers for A2P compliance.
• Verify the status of phone number registrations in the Trust Center and contact support for assistance if needed.
• Double-check call forwarding configurations to avoid missed calls or misrouted calls.