Managing Numbers

Provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy or port numbers and then assign the number. When a number is ported or purchased, it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients.

Numbers in Use

This will give you a summary of the current numbers used by your account and who it is assigned to.  The icons to the right of each name and number will show what settings have been enabled.  You can view and edit these settings by selecting the gear to the far right.

Spare Numbers
This tab will display any numbers available for you to use that you have already purchased, but not yet assigned.   You can assign these numbers when you set up a new user.     

To Purchase a Phone Number – Optional:
If you want to buy a number, you can select the “Buy” icon that is displayed when the Spare Numbers tab is selected. 
 

Choose whether your number should be a toll-free or a Local number.  Then you will see a dialog like below:
 

• Search for an available number by city or area code. You can then decide what and how many numbers to purchase.
• Add one number or multiple and then click “Buy Numbers.”
• The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.

To Port a Phone Number – Optional:
You can also choose to Port an existing number you own to your new account.   
NOTE: 

• This process can take up to two weeks, so make sure to give yourself time.
• The link will forward you to our Porting manager app.   This steps you though every detail and provides a tracking system to monitor the port process.    We strongly recommend you refer to our  

1. Click on the “Numbers” tab of SmartPBX, just left of the dashboard.
2. Within the “Numbers” dashboard, click on the “Spare Numbers” button for the specific user.
3. Click on to the “Port” button. You can also buy a number as well.
4. To port a number, click on the “Start New Transfer (port)” button
5. Type in one number or paste multiple numbers and select “Add.”
6. After you add the numbers you would like to port, you can new view the numbers to be ported, which will be split according to carrier. You will need to collect the user’s bill to show that they are the rightful owner of the number and download the “Letter of Authorization.” Upload the “Phone Bill” and the “Letter of Authorization” signed by your user.
7. Read and agree with the following and select “Next.”
8. Select the email address to notify when the transfer is complete, the date you would like number transferred, and complete the order. Add temporary numbers for users in case they would like to have an active line during the porting process.
9. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.