Assign User a CallAction Phone Number

  1. Click "Phone Numbers"

  2. Click on "Manage" for the phone number you plan to assign

  3. Go to the "Destination Number" drop down

  4. Use the drop down to select and assign the "User" the phone number

  5. Click "Save Changes" at bottom of the page

Next, your user should start to personalize their text message settings and set up CRM and lead source integrations and familiarize themselves with the user interface.

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