Connect: Phone and SMS

Set up VOIP phone and SMS

Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

To activate phone capability go to Settings > Connect.

Check boxes to enable SMS and Phone usage.  Enter your organisation name under 'SMS From' as per image below.

Note: No number should be added under the 'SMS From' field, only letters. Character limit here is 10.

Rent a phone by clicking on '+RENT NEW PHONE' button.  To get a local number select an option in 'Starts with' dropdown.

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

Click on 'Search' button and select one of the numbers that appear.  Click on 'Rent Phone' button, as per image below.

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

To make a phone call or send a SMS, 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.

Note: 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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