Ashley DeBon: /* Typical workflow */

2026-07-27T14:44:38Z

‎Typical workflow

Ashley DeBon: /* Remove Caller ID */

2026-07-27T14:44:19Z

‎Remove Caller ID

Ashley DeBon: /* Steps */

2026-07-27T14:44:06Z

‎Steps

Ashley DeBon: /* Add a new rep phone */

2026-07-27T14:43:55Z

‎Add a new rep phone

Ashley DeBon: /* Good to know */

2026-07-27T14:43:43Z

‎Good to know

Ashley DeBon: /* Good to know */

2026-07-27T14:43:32Z

‎Good to know

Ashley DeBon: /* Why Caller ID matters */

2026-07-27T14:43:24Z

‎Why Caller ID matters

Ashley DeBon at 14:43, 27 July 2026

2026-07-27T14:43:06Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Activate New Caller ID = Activate New Caller ID = '''Screen purpose:''' Choose and verify the phone number CallProof show..."

2026-07-27T14:41:55Z

Created page with "Path: Callproof Support - New Website - Activate New Caller ID = Activate New Caller ID = '''Screen purpose:''' Choose and verify the phone number CallProof show..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Activate New Caller ID]]

= Activate New Caller ID =

'''Screen purpose:''' Choose and verify the phone number CallProof shows as your outbound '''Caller ID''' when you place Web / Twilio calls, record messages, or use related calling features.
[[File:ActivateNewCallerID.png|350px|thumb|Activate New Caller ID]]

* See your current active Caller ID
* Verify a rep phone number with Twilio (Validate Number)
* Remove a verified Caller ID
* Set your default phone
* Add a new rep phone
* Dealer companies: select a store phone as Caller ID

'''Screen title:''' Activate New Caller ID
'''Browser title:''' Activate New Caller ID
'''Quick Links label:''' Caller ID
'''Address:''' <code>/caller/callerid/new/</code>

<div style="clear:both;"></div>

== How to open Caller ID ==

=== Option A — Quick Links ===

# Sign in to CallProof.
# Open a Calls screen that includes '''Quick Links''' (for example Recorded Messages or Call History).
# Click '''Caller ID'''.

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/caller/callerid/new/</code>.
# Press '''Enter'''.

=== Option C — Prompted from calling ===

# Try to place a call, record a message, or use a feature that requires Caller ID.
# If Caller ID is missing or inactive, CallProof may send you here to set it up.
# You may see a breadcrumb such as:
'''Accounts » Record Call » Activate New Caller ID'''

== Permissions ==

* You must be '''signed in'''.
* '''Reps''' usually see and manage their own phones.
* '''Managers''' can see phones for users in the company and add phones for other reps.
* '''Select Store Caller ID''' appears only for '''dealer''' companies.
* Managers may also see '''Add New Store Phones''' (link to Stores).

== What you see on the screen ==

The page is organized into cards:

{| class="wikitable"
! Card
! Purpose
|-
| '''Current Caller ID'''
| Shows the Active Caller ID in use (rep phone or store phone).
|-
| '''New Caller ID'''
| Pick a phone and start verification (or manage an already-verified number).
|-
| '''Set Default Phone'''
| Choose which of your phones is the default.
|-
| '''New Rep Phone'''
| Add a phone number for a selected rep.
|-
| '''Select Store Caller ID'''
| Dealer only — use a store phone as Caller ID.
|}

'''Phone list labels:'''

* '''- Caller ID''' — that phone is already verified as Caller ID
* '''- Default''' — that phone is the user’s default phone

'''Quick Links''' on this screen include Accounts, Autotext, Recorded Calls, Recorded Messages, Caller ID, Phone Numbers, and Call Results.

== Why Caller ID matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Validate Number'''
| Prove you own the phone so CallProof can use it as outbound Caller ID.
| Before Web calling / softcall / recorded messages.
|-
| '''Set Default Phone'''
| Tell CallProof which number to prefer (for example when recording a message).
| You have more than one phone.
|-
| '''Remove Caller ID'''
| Clear verification from a number you no longer want to use.
| Number changed or left the company.
|-
| '''Store Caller ID'''
| Show a store’s number instead of a personal cell.
| Dealer / store calling workflows.
|}

----

= Activate / validate a new Caller ID =

[[File:ValidateCallerID.png|350px|thumb|right|Activate New Caller ID popup]]

'''Popup title:''' Activate New Caller ID

=== Steps ===

# Open <code>/caller/callerid/new/</code>.
# Under '''New Caller ID''', choose a '''Phone''' from the list.
# Click '''Submit'''.
# In the popup, confirm the person and number shown.
# Click '''Validate Number'''.
# Answer the verification call on that phone and follow the prompts (Twilio verification).
# When verification succeeds, the number can be used as Caller ID (list may show '''- Caller ID''').
# Refresh / reopen the screen to confirm '''Current Caller ID''' looks correct.

=== If the number is already set up ===

# Select the phone and click '''Submit'''.
# The popup may say: '''Caller ID for [number] is already setup.'''
# Use '''Remove Caller ID''' if you need to clear it, then validate again if required.

=== Good to know ===

* Validation is required for numbers that are not already verified.
* Keep the phone nearby — Twilio calls that number during validation.
* If the number is already verified elsewhere, you may see a message to contact [mailto:support@callproof.com support@callproof.com].
* Failed attempts show '''Unable to add caller ID''' with an error explanation in the popup.

<div style="clear:both;"></div>

----

= Set default phone =

[[File:SetDefaultPhone.png|350px|thumb|right|Set Default Phone]]

=== Steps ===

# Under '''Set Default Phone''', choose a phone.
# Click '''Submit'''.
# Success message: '''Default phone added successfully'''.
# The page reloads; that phone may show '''- Default''' in lists.

=== Good to know ===

* Default phone is used by features such as recording a new message (CallProof calls your default phone).
* Caller ID verification and default phone are related but separate — verify Caller ID '''and''' set the default you want to use.

<div style="clear:both;"></div>

----

= Add a new rep phone =

[[File:AddRepPhone.png|350px|thumb|right|Add Rep Phone]]

'''Popup title:''' Add Rep Phone

=== Steps ===

# Under '''New Rep Phone''', select the rep.
# Click '''Submit'''.
# In '''Add Rep Phone''', enter:
** '''Phone Type'''
** '''Phone Number'''
** '''Extension''' (optional)
** '''Country Code'''
# Click '''Save'''.
# You may be taken to that user’s edit profile to confirm.
# Return to Caller ID and validate the new number if you want it as Caller ID.

<div style="clear:both;"></div>

----

= Select Store Caller ID (dealer companies) =

[[File:StoreCallerID.png|350px|thumb|right|Select Store Caller ID]]

=== Steps ===

# Confirm your company is a dealer company (this card appears only then).
# Under '''Select Store Caller ID''', pick a store phone.
# Click '''Submit'''.
# '''Current Caller ID''' should show the store name and number when active.
# Managers can use '''Add New Store Phones''' if the store number is missing.

<div style="clear:both;"></div>

----

= Remove Caller ID =

=== Steps ===

# Under '''New Caller ID''', select a phone that already shows as set up / '''- Caller ID'''.
# Click '''Submit'''.
# In the popup, click '''Remove Caller ID'''.
# Confirm the number no longer shows as verified, then validate again if needed.

----

= Typical workflow =

# Add the phone on the user/rep profile (or use '''New Rep Phone''' here).
# Open '''Activate New Caller ID'''.
# Set that phone as '''Default Phone'''.
# Under '''New Caller ID''', select it → '''Submit''' → '''Validate Number'''.
# Answer the verification call.
# Confirm '''Current Caller ID''' shows the correct number.
# Try Make Call / Recorded Message again.

----

= Tips and important notes =

* Without an active Caller ID, Web calling and some recorded-message features may block you with '''Caller ID not active'''.
* '''Caller ID''' (this screen) is not the same as '''Phone Numbers''' (<code>/phone_numbers/</code>), which manages CallProof Twilio numbers for texting/calling inventory.
* Managers can validate phones for other reps in the company list.
* Use a reachable mobile/landline you can answer during validation.
* After validation succeeds, keep the number current — remove and re-validate if the phone changes.
* Dealer store Caller ID is optional and only for dealer setups.

== Need help? ==

* Validate Number fails: confirm the number is correct, reachable, and not already verified under another account; contact support if told it is already verified
* No phones in the list: add a rep phone first (New Rep Phone or user profile)
* Calling features still say Caller ID not active: finish validation and confirm Current Caller ID shows Active
* Default phone errors: choose one of your own phones from the list
* Store card missing: your company may not be a dealer company
* Other issues: email [mailto:support@callproof.com support@callproof.com]

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← Older revision		Revision as of 14:43, 27 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[~~Activate New~~ Caller ID]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Caller ID (New Web)]]

	= Activate New Caller ID =		= Activate New Caller ID =

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 # Confirm '''Current Caller ID''' shows the correct number.
 # Try Make Call / Recorded Message again.
 = Tips and important notes =

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 # In the popup, click '''Remove Caller ID'''.
 # Confirm the number no longer shows as verified, then validate again if needed.
 = Typical workflow =

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 | Dealer / store calling workflows.
 |}
 = Activate / validate a new Caller ID =

Caller ID (New Web) - Revision history

Ashley DeBon: /* Typical workflow */

Ashley DeBon: /* Remove Caller ID */

Ashley DeBon: /* Steps */

Ashley DeBon: /* Add a new rep phone */

Ashley DeBon: /* Good to know */

Ashley DeBon: /* Good to know */

Ashley DeBon: /* Why Caller ID matters */

Ashley DeBon at 14:43, 27 July 2026

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Activate New Caller ID = Activate New Caller ID = '''Screen purpose:''' Choose and verify the phone number CallProof show..."