With Fastcall outbound caller ID you control outbound caller ID on each phone call. Maybe you are using your office phone with click to call but want to show your mobile number as caller ID. Some office phones will only show a switchboard number, and you want to show a direct dial number as an outbound caller ID. Last, there are times when you want a local market presence. You have a team calling from Dallas; the prospect is in Los Angeles. Fastcall outbound caller ID will allow you to call with a Los Angeles caller ID.
Fastcall outbound caller ID is set in the Fastcall application
Fastcall gives you a few options for caller ID. Each user can set one or more personal inbound phone numbers, and these provisioned phone numbers can be used as caller ID on outbound calls. Users can also verify numbers they control as caller ID. These existing numbers can be used as caller ID but do not route inbound calls with Fastcall.
- Fastcall outbound caller ID menus are found in settings in the menu icon (three bars).
- The default view shows recent calls, and there is also an icon for the dial pad.
- The selected phone and Caller ID are shown once the call starts.
Fastcall outbound caller ID is logged on the Salesforce task as the “from number.”
CALLER ID
In the Fastcall menu (three bars), go to settings and click caller ID; you will find two types of caller ID phone numbers:
- VERIFIED: Verified Numbers are numbers that you own and you are using as caller ID
- PROVISIONED: Provisioned numbers can be assigned as caller ID for usage by a group or a user.
NOTE: To add or edit phones used for caller ID you need to go to Fastcall Settings and look for provisioned phone numbers as shown below.
Fastcall provisioned inbound phone numbers can have voicemail, simulring two phones together, or overflow from one phone to another. And, of course, calls are logged in Salesforce. Advanced options include IVR call routing and ACD.
Other Fastcall application settings
You will also find your calling devices, advanced audio options, and other useful links in your settings.
- User status sets online / offline status.
- Calling devices include office phones, mobiles, and SIP
- Audio source options provide advanced settings for the softphone. These are the settings just above calling device.
- User country code
- Call recording settings
- Other shortcuts to user settings
Fastcall admin settings – Caller ID
Both types of phone numbers – verified and provisioned are managed together in the Fastcall Settings tab > Admin Settings > Phone Numbers > Manage Phone Numbers (you can also navigate from the menu icon in the widget).
- VERIFIED: Verified Numbers are numbers that you own and want to use as caller ID. These numbers will need to be verified as caller ID with Twilio.
- PROVISIONED: Provisioned numbers can be assigned as caller ID for usage by a group, or a user. These number must be setup in Fastcall to route your inbound calls.
Conditional Caller ID
Fastcall can set the outbound caller ID based on the condition (filters) defined in the settings.
Example:
If hats, use 222-333-4444
If gloves, use 555-666-7777
The settings are in Call Handling > Outbound > Caller ID. Pick the Salesforce Object; the Fastcall phone number then define the condition.
BELOCAL
BeLocal matches the caller ID by the exact area code.
With BeLocal, multiple local numbers are provisioned to use as caller IDs. BeLocal matches the exact area code of the phone number on the Salesforce record. If a match is not found, the default caller ID is used. Inbound calls to BeLocal numbers are routed using the Fastcall ACD.
BeLocal numbers used for caller IDs are provisioned in Fastcall, one phone number for each area code. Typically, 50 or more local area codes are provisioned, but this will be determined by your needs, and the markets you are calling into. These numbers will be provisioned by you, so you want to set aside a few hours to set up BeLocal.
NOTE: BeLocal is an add-on and unavailable during a trial period.
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Last updated: Fastcall v8.0, 2023-02-22