Zoho CRM | How to change and assign "From" Numbers to specific users

You can assign a default "From" number for all users or assign specific "From" numbers to certain users in Zoho CRM.

Assign a default "From" number for all users

You can set a default “From” number in Zoho CRM, so all users can send messages from the same number. To do this:

1. In the Zoho CRM, from the left-side navigation menu, click on the Marketplace module.
2. Click on the Installed tab.
3. Locate Sinch SMS for Zoho and click on Configure.
4. Make sure you're in the Messaging tab.
5. Click on the From numbers tab.
6. Locate the "From" number you want to make default.

7. Click on the star icon on the right-side to make that number the default. 

   Note: You'll need to toggle on the option for Allow everyone to use the same phone number for the star icon to appear (underneath the numbers).

8. Click the Save button.

Assign specific "From" numbers to certain users

You can change who has access to specific "From" numbers. Assigning a number to one user or team is helpful if you have multiple numbers and want to create a consistent point of contact for a department e.g. customer support, accounts. To dot this:

1. In the Zoho CRM, from the left-side navigation menu, click on the Marketplace module.
2. Click on the Installed tab.
3. Locate Sinch SMS for Zoho and click on Configure.
4. Make sure you're in the Messaging tab.
5. Click on the From numbers tab.
6. Locate the "From" number you want to assign.
7. Click on the pencil icon on the right-side to edit that number. 

8. From the Assign to a team or single user? drop-down field, select an appropriate option:

   • Available to everyone: All users can send an SMS from this number and is the default option.
   • Available to a team: Allocate a number to a specific team of users e.g. your accounts department if you want to send invoice reminders to your customers.
   • Available to a single user: Only one user can use this number.

   

9. If you select to assign to a team or a single user, a new drop-down field will appear for you to Select a team or Select a user.

   

10. Click the Save button.

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Assign a "From" number based on specific fields in a record

As an advanced option, you can set criteria to automatically choose a "From" number based on CRM record data. Click on the ? help icon for more information.