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Connect: Phone and SMS

Set up VOIP phone and SMS

Salestrekker HQ avatar
Written by Salestrekker HQ
Updated over 4 months ago

Connect Section

To activate your account mobile phone, or additional rented phone capability, go to Settings > Connect.

Check the boxes to enable SMS and Phone usage.  Optionally, enter your organisation name under 'SMS From' as per image below.

No phone numbers should be added under the 'SMS From' field, only letters. Character limit here is 10.

Rent Phone

In addition to using your personal mobile number for sending SMS, you also have the option to rent a phone for making calls.

Rented phones are an additional charge to your subscription.

One phone line: $29.99+GST per rented phone line per month (no minutes limitation).

By clicking on the '+RENT NEW PHONE' button located in top right corner of the page, you can search for a local number and type.

When you've found the number you'd like to use, simply select it and confirm the choice with "Rent Phone" button.

Once phone is rented, you add team members who can use the phone number.

To make a phone call, click on contact phone number in Deals or Contacts and select a dropdown option (make a call or send a SMS).

Please note that calls to 1300/1800/13 numbers are not supported.

The SMS option for rented phones is no longer available. If main contact phone added to user account setting and organisation settings is a mobile - they will be available for sending SMS via Connect.

Please also note that one SMS has a limit of 160 characters. If your message has text over that limit, this will use two or more of your SMS credits (depending on the size of the message).

You can check the character length of your messages for free here.

For more details, have a look at this video tutorial.

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