Falcon CRM | Falcon Flight Academy

PHONE ONBOARDING

Set up business calling & texting

Keep your current business number or get a new one, then configure calls, voicemail, and text messaging without leaving the CRM.

STEP 3 OF 5

Choose who receives business calls and whether their phones ring together or in order.

FORWARDED NUMBERS

Add the people or phones that should ring when the business number is called.

NamePhone number

HOW SHOULD CALLS RING?

Ring everyone at the same timeEvery forwarded number rings together. The first person to answer takes the call.

Ring in orderCall number 1 first, then move down the list until someone answers.

CALL OPTIONS

Forwarded call displaysCall screening / whisperAnnounce the caller's contact name and ask staff to press 1 to accept.

Missed callsRoute to CRM voicemail

VoicemailRecording + transcript in Inbox

Caller historyAttached to the matching contact