How To Purchase Phone Numbers in Outreach - Admin workflow

Objective

The purpose of this article is to provide direction to Outreach Admins in purchasing and assigning phone numbers to users in the Outreach Platform. 

For more information regarding setting user permissions for phone number purchasing, refer to the How To Configure Phone Number Purchase Permissions article. 

Applies To

• Outreach Admins

Notes

• Purchasing International Phone numbers follows the same process outlined in this article; however, some locations will require additional documentation and address verification. For more information regarding international phone numbers, refer to the International Phone Number Overview and FAQs article.
• The ability to purchase a phone number through Outreach is controlled by User Governance Profiles. If you do not have access, contact your Outreach Admin for more information. 
• Using imported number lists is not a recommended practice due to risk of outgoing calls to Prospects being registered as spam.

Procedure

Purchase Phone Numbers in Outreach

1. Access the Outreach Platform. 
2. Click on Administration (The gear icon) located in the bottom left corner of the navigation sidebar. 
3. Under Communication Tools, click on Phone Numbers. 
4. Click the New Phone button from the right upper corner.
5. Select the applicable user from the Users dropdown menu. 
6. Select the Country from the dropdown menu. 
7. Click to select the applicable number. Search an area code to purchase a number for a specific location.
8. Click Continue. 
9. Review and click Purchase.
10. The purchased number is now assigned and available for use.

International Request Status

To check the status of a an international phone number request follow the steps below:

1. Access the Outreach Platform. 
2. Click on Administration (The gear icon) located in the bottom left corner of the navigation sidebar. 
3. Under Communication Tools, click on Phone Numbers. 
4. Click on the Regulations tab.
5. You should see a list of all international phone number requests, the status will be visible on the inline right side:
   • Rejected: The request has been rejected, to learn more about the rejection reason, please reach out to our support team.
   • Accepted: The request has been accepted, goto the Phones tab to assign the number to a user, the steps are in this article.
   • Pending Review: The request is being reviewed, check later to see if it was accepted or rejected. 

In the event there are no numbers available in your desired area, please reach out to our support team with details for the number and how many you would like. We will pass this along to our voice provider to help demonstrate demand. Please note that this is only a request and we cannot guarantee any ETA for when a number may be made available.

Additional Information

Outreach University - Outreach Voice