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Connecting Your Phone to Symbo
Connecting Your Phone to Symbo

In this article, we'll explain how to connect your phone so you can make and receive calls within Symbo and track their effectiveness.

Updated over a year ago

Before Getting Started:

It is recommended to have a business line for the best experience. However, if you do not have a business line, you can purchase a Direct Inbound Dial (DID) number through Symbo. If you have an extension instead of a direct line, please reach out to the Symbo team at [email protected].

Instructions:

  1. Click on the initials in the top right corner of the Symbo platform > Click on "My Settings."

    Connecting CRM to Symbo - Clicking Initials and the clicking "My Settings"
  2. Expand the "Phone Connection" field. Enter your phone number in the provided field.

    Connecting your Phone to Symbo - Phone connection field
  3. Click "Call" to verify your phone number. One of two things will happen:

    1. Symbo will provide you with a verification code that you will enter into your phone.

      Connecting your Phone to Symbo - calling with auth code to enter into Symbo
    2. Symbo will call you with a verification code that you will enter into the platform.

      Connecting your Phone to Symbo - calling with auth code to enter into Symbo
  4. Enter the verification code either into Symbo OR into your Phone.

  5. Once your phone number is validated, the platform will bring you to a screen where you can connect additional phones to use as your outbound caller ID.

    connect your phone to Symbo - Authenticated numbers
  6. If you are using local presence, you can enable the "Forwarding" and "Ringing to This Number" features. These features will ring inside of the Symbo application as well as ring to the number that you've authenticated.

    connecting your phone to Symbo - forwarding calls to authenticated number

Conclusion:

Connecting your phone to Symbo is a straightforward process that enables you to leverage local presence and other features of the platform. By following the above instructions, you can easily connect your phone and start using Symbo to enhance your business communication. If you have any additional questions send us an email at [email protected] or start a chat with us by clicking on the "?" icon in the top right of your screen.

Connecting your phone to Symbo - Sending a message to support
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