The purpose of this article is to provide information to Outreach users in managing Outreach numbers for Outreach Voice.
Purchasing and Managing Phone Numbers
In order to make calls, you need a phone number configured which your Prospects will see when you call. Outreach has three types of numbers from which you can make calls:
- Local Presence
- Purchased Numbers
- Preferred Numbers
If your account is enabled for Local Dial, you can select the Prospect's local number option. This automatically selects the best available number within the Prospect's local area. The numbers utilized for Local Dial are shared across your organization. These numbers are managed automatically as you make calls, so there is no need to manually add numbers for Local Dial.
Any calls back to Local Dial numbers from a Prospect are routed back to the user to which the Prospect is assigned. If the calling number is not mapped to a Prospect, then the call will route to the person within your organization who most recently made an outgoing call to number.
For more information regarding Local Presence, refer to the Understanding Local Dial article.
Purchased numbers can be used as the outgoing display number as well as to receive calls within Outreach. When Prospects call to your Outreach Purchase Phone number, those calls will automatically be mapped to the Prospect's activity. If your account is enabled for texting, you can also use US and Canadian numbers for texting prospects.
For more information regarding Outreach's texting feature, refer to the applicable articles in the Outreach Messenger (Texting) [Beta] section.
If you already have a phone you prefer to use for calling, say a desk phone or mobile phone, you can import that phone number into Outreach so you can leverage the benefits of Outreach and still have Prospects see your preferred number when you are calling them.
Note: When a Prospect calls back to a preferred phone, it will go directly to that device and will not be automatically tracked in Outreach. You will need to manually log these calls to track these within Outreach.