# Purchase a Phone Number

Follow this guide to easily purchase a phone number within the CRM. This step-by-step process will enable you to set up a business phone line for client communication directly through the platform.

{% stepper %}
{% step %}
Click "Settings"

<img src="/files/6DiC6ldtMTCib0nDLlTn" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Phone Numbers"

<img src="/files/SKS6pP7irTWIhZUiu2r7" alt="" data-size="original">
{% endstep %}

{% step %}

###

{% hint style="info" %}
Tip!

You must add your Company Billing information (a Card on File) first before purchasing a phone number.
{% endhint %}

{% endstep %}

{% step %}
Click "Add Number"

<img src="/files/qpbvEURPdTy3aBx7HvhL" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Add Phone Number"

<img src="/files/h8MzfCMUUxdUZRfXiYaM" alt="" data-size="original">
{% endstep %}

{% step %}
Click the phone number you want and click "Proceed to Buy" or filter to find different numbers on the next step.

<img src="/files/8lqdL0yYvHOes5KpLy3Q" alt="" data-size="original">
{% endstep %}

{% step %}
Click this icon to start to choose a phone number for a different area code.

<img src="/files/yNhGzmmWrRWYDArnV1zf" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Search By digit or phrases" field and input your area code you'd like to search for.

<img src="/files/D7UYJE48CESfqTSjdX7T" alt="" data-size="original">
{% endstep %}

{% step %}
Click "First part of number" in the "Match To" feild.

<img src="/files/P3M1IIJ7xb1KLvPP6lR3" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Apply"

<img src="/files/rfympephfS0anBBuE1VN" alt="" data-size="original">
{% endstep %}

{% step %}
Click this radio button to choose the phone number you'd like to purchase.

<img src="/files/FyvVpFpWZdyTcKvyP229" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Proceed to Buy".

<img src="/files/qlyRHNQVIJIyV1HX3Joy" alt="" data-size="original">
{% endstep %}

{% step %}
On your newly purchased phone number click the 3 dots next to it to access more featuers.

<img src="/files/ISl1XQmVJ4TX91OnwKBs" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Number Info"

<img src="/files/luMovaQhwydVaye15eCa" alt="" data-size="original">
{% endstep %}

{% step %}
Here you can see more information about the phone number.

<img src="/files/a66P9APiQKmN4gRjAN3W" alt="" data-size="original">
{% endstep %}

{% step %}
Click this "X" icon to exit.

<img src="/files/DMRMR7wnMuVqjnQsUoBB" alt="" data-size="original">
{% endstep %}

{% step %}
On your newly purchased phone number click the 3 dots next to it to access more featuers.

<img src="/files/wF9mwrLIVEcwUZr5lKHY" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Edit Configuration"

<img src="/files/4BFinx3PDEgrWhHu2NTG" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Name your Phone Number" field and name your new phone number.

<img src="/files/JUBFgOcw4UGsu8gdC4fg" alt="" data-size="original">
{% endstep %}

{% step %}
Make sure "Pass called number as Caller ID" is checked.

<img src="/files/Jsz8Cikr9tTu9HezhlhZ" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Forwards Calls to" field to input your forwarding phone number for these calls.

<img src="/files/9R8k5V70CipVt4LkKOci" alt="" data-size="original">
{% endstep %}

{% step %}
Ensure "Enable Call Connect Feature"

<img src="/files/IFQQQZ6hOksPPK9CFfeW" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Whisper Message" to enable this feature.

<img src="/files/fmBIGQWr4DDBtXMrASKn" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Call Recording" to enable this feature.

<img src="/files/qM5qx3rLEzEUWdrbA6Ht" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Time duration in second(s)" field and enter 1

<img src="/files/GMQVttekmZj8nPEGC6zP" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Time duration in second(s)" field and enter 0.

<img src="/files/6IfMMLobrKtDlEJrG2t7" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Ring Incoming Call to Selected Users" to enable notifications to users on your team when a call is incoming. (Optional)

<img src="/files/ioubpcENJmuJJE4PwufU" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Save" once you've finished entering all the details.

<img src="/files/sv9uF8jelkxg1nvIuGR0" alt="" data-size="original">
{% endstep %}

{% step %}
Congratulations! 🎉You've successfully purchased a phone number in the CRM.

<img src="/files/3zP0THVEWON1KGZYicex" alt="" data-size="original">
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.excesselite.com/crm-support/purchase-a-phone-number.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
