Phone
Set up the phone system, call forwarding and caller ID.
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- How to avoid call loops when using an Elooo CRM number as a destinationNever set an Elooo CRM number as a forwarding destination (in the number configuration, the business profile phone, a user's phone or a number pool): the call re-enters the system and drops. Always use an external number (cell, landline or VoIP) and, if you see the loop warning, change the number before saving.
- How to call customers from the number you already have (verified caller ID)Go to Settings › Phone System › Phone Numbers, click Add Number › Add Verified Caller ID, enter your number and confirm the code you get by phone call. Then choose that number under Calling From in the dialer.
- How to call other countries (international calling permissions)For security, each account can only call approved countries: the US and Canada, your business's home country and the countries of any numbers you bought. To call elsewhere, ask Elooo CRM support, listing the countries to enable, that it's for voice calls, and why. SMS permission is requested separately.
- How to create call scripts your team can read during a callGo to Settings › Phone System › Voice › Call Scripts, click Add Scripts, type the text (plain text only) and save. During a call in the web dialer or mobile app, tap Scripts and pick the script to read while you talk to the customer.
- How to make calls ring only during working hoursIn Settings › My Profile, on the Inbound call routing card, turn on Only ring during working hours and pick your schedule. Outside that schedule the call skips you and follows the number's backup (voicemail or Voice AI).
- How to reduce incoming spam callsTurn on Number Intelligence in Settings › Phone System › Additional Settings to flag suspicious calls, create a "Spam" call disposition and a workflow that turns on inbound call DND for those contacts.
- How to set up a keypad phone menu (IVR)Go to Automation › Workflows, create a workflow with the Start IVR trigger linked to your number, add Gather Input on Call with a "Press 1 for…" message, create one branch per key, and in each branch use Connect Call to route to the right destination. Publish and test.