This article is a step by step on how to create a caller ID and add to a list or user. There are a few differences between adding it to a list or a user.
If you add it to a user then that will be the default CID for only that user. However, if you add it to the list, it becomes the CID used by all users when working on this list. If a list has a CID assigned, it will override any assigned to the individual user.
First is the creation and verification of the caller ID. In order to do this, we must go to Manage > Voice > Numbers/CIDs, as shown in the image below:
After that, you must click on the Add a phone number button:
After we click this button, we will see the following:
Here we'll put the name or label we want for the caller ID we're adding. Then we have to put the country code and phone number. If we click the verify now option, we'll automatically get a call so we can enter the 4 digit pin.
As it says in the note above, if you can't do this, you may contact support for assistance.
If you don't click the verify option, you get something like this after you add number:
As you can see, it says "unverified" and we have the verification pin after that.
If we want to verify at this point, we can click on the lock button shown below:
Now, it's time to add the caller ID. We can add it to an agent or list.
First, we have to click Manage > Users:
Next, we click the edit button and we'll see the menu below:
Here, we must click the dialling tab and we'll see the option to add a caller ID.
Here we'll see the caller ID options from the drop down menu.
Here, we must click Manage > List and we'll identify the list we want for the caller ID.
At the end of the list is the configuration button, which will take us to this menu:
Now we can select the caller ID from the drop down menu:
We have to choose the caller ID and click save.
Here is a short video explaining the process: