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How to Add a User to an Existing Shared Phone Number or Change an Agent Number to Shared
How to Add a User to an Existing Shared Phone Number or Change an Agent Number to Shared

Learn how to add a user to a shared number in your account so they can place calls and texts.

Shannon avatar
Written by Shannon
Updated over 2 months ago

If you haven't provisioned a shared number yet, please read this article to get started (you'll add users to this number as part of the setup).

If you already have provisioned a shared number for your LeadSimple account and simply want to add an assigned user to that number, read on!

Adding a User to a Shared Phone Number

Navigate to Settings, then Texting & Inbound Calling:

Click on the Actions menu on the far right of the phone number.

Then click Configure Routing:

Now you can switch the number to a shared number or to an agent number. An Agent Number can only be assigned to one user while a Shared Number can be assigned to multiple users and also be assigned to a specific lead source (if used for a marketing campaign).

Click the User Assignment menu and select the additional users you would like to assign to this number:

Then hit save and you're ready to go!

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