Settings Guide: How to Properly Configure Your Phone Numbers in PROSPER OS™

Do you want to understand the PROSPER OS™ different phone number settings but feel uncertain about it? Don't worry. It's easier than you think to grasp these settings. Below is the breakdown of the phone settings.

How to Access the Phone Number Settings?

To manage these settings, you first need to navigate to the Settings tab, select Phone Numbers, and then click the pencil icon next to the number you wish to configure.

Key Phone Number Settings

Number Name

This is an internal label for your reference. It helps you identify the purpose of a phone number, such as naming it "Main Marketing Number" or assigning it to a specific employee.

Forwarding Number

This setting allows you to redirect incoming calls. When someone calls your PROSPER OS™ number, the call will be automatically forwarded to the phone number you enter here, like your personal cell or office line.

Pass Called Number As Caller ID

By default, the Caller ID shows the number of the person calling you. If you enable this option, the Caller ID will instead display your PROSPER OS™ phone number. This is useful for quickly identifying that the incoming call is a business call originating from your PROSPER OS™ system.

Enable Call Connect

When activated, this feature plays a "whisper message" and requires you to press a key to accept an incoming call. This is highly recommended because it allows the system to accurately detect whether a human or a voicemail answered the call. This distinction is crucial for triggering automations, such as the "Missed-Call Text-Back" feature, which automatically sends a text to unanswered calls.

Whisper Message

This is the audio message you hear when the "Call Connect" feature is enabled. You can customize it to say something like, "Incoming lead, press any key to connect," so you know the call is from PROSPER OS™ before answering.

Call Recording

This feature allows you to record all incoming and outgoing calls. The recordings are automatically saved within the contact's conversation history for easy access. It is important to note that many regions have laws requiring you to inform the other party that the call is being recorded, often by using a whisper message like "This call will be recorded for quality purposes".

Call Timeouts

These settings determine how long a call will ring before timing out.

• Inbound Timeout: This sets the duration (in seconds) for an incoming call to ring before it's either dropped or sent to voicemail. You can adjust this to ensure calls go to a personal voicemail or a pre-recorded voicemail within the CRM.

• Outbound Timeout: This controls how long the system will let an outbound call ring before it is dropped. A shorter timeout (e.g., 30 seconds) can be useful for sales agents who want to avoid reaching voicemails and only speak with readily available leads.

• If either timeout field is left blank, the system defaults to 60 seconds.

Frequently Asked Questions

Q1. If Inbound/outbound timeout is blank, what is the default behavior?

The system's default behavior is 60 secs for both.