Sales Montana / Docs

Calling

Numbers and caller ID

Your number is what a prospect sees and what they ring back. Picking it and assigning it takes a minute and it is worth doing properly.

Getting a number

Settings, then Numbers, then search by area code. You get a list of what is actually available with the monthly cost against each one, you pick the one you want, and it is yours immediately. Your brand is set as the caller name on it, which measurably lifts answer rates.

Engine includes one number and Pro includes three. Past that, a number is 300 credits a month. On a trial you share a pool number rather than owning one.

Pool numbers and owned numbers

A trial workspace dials from a shared trial number. It is outbound only and it is not yours, so nobody can ring it back and reach you. The moment you subscribe you can buy your own, and inbound starts working.

Assigning a caller ID

A number either sits in the workspace pool, where every rep can dial from it, or it is attached to one campaign, where only that campaign's reps use it.

Attaching a number to a campaign narrows who can use it

If it is your only number, leave it in the pool. Attaching your one number to a campaign leaves everybody working other campaigns with no caller ID, which shows up as "no caller ID assigned to you" when they try to dial.

Reputation

Numbers get marked as spam by carriers when they make a lot of very short calls. Two things protect you: your calls leave through your own carrier account rather than a shared one, so another customer's list quality cannot affect your number, and the calling-hours rules stop the pattern that triggers it. See DNC and calling hours.