Phone Settings
Your team's business phone system — softphones, desk phones, hunt groups, queues, and voicemail — managed from CRM Admin.
Created: April 1, 2026
Updated: September 16, 2026
Overview
Open CRM → Admin → Phone Settings (or Phone → Admin). Phone numbers are managed separately on the Phone Numbers card. Organization admins can make changes; other members see settings read-only.
Phone Settings Tabs
| Tab | What it's for | Guide |
|---|---|---|
| Member Phones | Numbers, extensions, inbound, hunt, voicemail, ring devices, desk phones | Softphone, Desk Phones |
| Queues | Call queues, live wallboard, codes & supervisors | Call Queues, Call Center |
| Hunt Groups | Numbers that ring a team | Hunt Groups |
| Skills | Skills used for routing | Skills-Based Routing |
| Voicemails | Every voicemail in the organization | Voicemail |
| Settings | Default number, outbound caller ID, business hours, voicemail emails | Phone Numbers, Business Hours |
| Screen | Spam screening and blocked callers | Call Screening |
Getting Started
- Get phone numbers for your team and main line.
- In Settings, choose your Default Phone Number and business hours.
- In Member Phones, click + Add Phone for each member — see Add a Phone.
- Turn on voicemail and record greetings.
- Optionally set up hunt groups or call queues for team numbers.
All Phone Guides
Buy numbers, set the default line, outbound caller ID, and CNAM.
Add phones for members and make, transfer, and conference calls in the browser.
Provision Fanvil phones, shared lines, busy-lamp keys, and feature codes.
Greetings, email notifications with transcripts, and *97.
Open hours and after-hours routing for the main line, hunt groups, and queues.
Ring a team with ring all, linear, round robin, longest idle, or skills.
Hold callers in line with agent status, wrap-up, and callbacks.
Rate members by skill so the best person rings first.
Supervisor wallboard, listen/whisper/barge, alerts, and reports.
Spam screening and blocked callers.
Search calls, recordings, transcripts, and export.
Fax numbers, sending PDFs, and fax emails.