How To Configure Custom Caller ID (Import a Phone Number into Outreach)

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

Set up the Custom Caller ID feature in Outreach Voice, which allows you to both:

  • import your phone number to be used in the Outreach platform.
  • customize the outbound caller ID to match a phone of your choosing. 

Applies To

  • Outreach Users

Before You Begin

  • Note: Using imported number lists is not a recommended practice due to risk of outgoing calls to Prospects being registered as spam. Additionally, the Outreach Voice Integrity feature will not apply to imported numbers (only U.S purchased numbers).
  • Users should import phone numbers from their own ends. Admins can't execute imports on behalf of users. 
  • When using an imported phone number for receiving calls, Outreach will not capture incoming calls. If you need to capture incoming calls in Outreach, please use a Purchased Outreach Number.

Procedure

  1. Access the Outreach Platform.
  2. Hover over the user's initials in the bottom left-hand corner of the navigation sidebar. 
  3. Click Personal Settings.
  4. In the Voice section, click Phone Numbers.
    Outreach 2023-08-11 at 3.41.57 PM

  5. On the resulting Voice Settings landing page, click Add Personal Phone Number.Outreach 2023-08-11 at 3.39.54 PM
     
  6. Input the phone number you want Outreach to use when calling prospects. 
  7. Click Verify
  8. The Verify Phone Number window re-populates with a 6-digit code and the platform dials the user-specified number. 
  9. Answer your phone and input the 6-digit verification code.
    Outreach 2023-08-11 at 3.44.12 PM

    Note: For the verification process to complete successfully, you must answer the phone and input the 6-digit verification number shown

  10. Click Save. Your account has been updated successfully.

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