Call from your existing number
Planned: verify your own number and use it as caller ID for outbound calls.
This feature is planned and its details may change.
Why it matters
Would let you keep the number customers know while calling from the account.
The HLB difference
Calls from a verified number would still be logged and recorded on the contact record.
How it works
You would verify your own number and use it as caller ID when calling from HLB.
Calling from your existing number is planned for HLB. It would let you verify your own phone number, such as the number on your trucks or business cards, and use it as the caller ID for outbound calls without buying a new number first.
Verifying would not be the same as moving your number. The number would stay with your current provider, and inbound calls and texts would keep going to the same place as before. A verified number would be for outbound voice calls only. It would not receive calls or texts in HLB and would not handle SMS, voicemail, IVR or call routing. For those, you could buy a new HLB number, and you could use both on the same account.
Setup would take about a minute:
- With no number yet, you would click the dialer icon and choose use your existing phone number. With a number in the account, you would go to Settings, Phone System, Phone Numbers, then Add Number and Add Verified Caller ID.
- You would enter the number.
- You would answer the voice call to that number and enter the one-time code from the call.
- You would open the dialer, pick the verified number from the calling from dropdown (it would show a verified badge or green shield) and place the call.
You could also select the verified number from the dialer in the mobile app. Each account would have a default outbound number, and you could override it on any call.
Call recording would be off by default for verified numbers. You could turn it on in the number's configuration, and transcription and post-call summaries would then work too.
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Ready to put this to work in your business?
Start onboarding with the Max Digital Edge team and get set up on Hot Local Business.