Create a number pool that routes to “Team Member”

Summary

This video explains how to create and assign a Number Pool specifically for an individual team member in PhoneBurner. This dedicated number pool ensures that outbound calls display unique numbers assigned to that agent, and all callbacks to those numbers are routed directly to them. Key steps include:

1. Create a New Number Pool:

   • Click your initials in the upper-right corner.
   • Go to Numbers under Settings.
   • Select Add Number Pool and name it after the assigned agent (e.g., "Tina's Numbers").

2. Assign the Routing Strategy:

   • Select Team Member as the routing strategy.
   • Choose the desired team member (e.g., "Tina Closer") from the dropdown.

3. Choose the Rotation Type:

   • Select either Random (to alternate between numbers) or Local Presence (if activated).
   • For region-specific dialing (e.g., Michigan), Random is typically sufficient.

4. Add Phone Numbers to the Pool:

   • Click the three dots next to the number pool and select Purchase Numbers.
   • Select the state (e.g., Michigan) and choose an area code (e.g., 586).
   • Increase the quantity if you want multiple numbers in that area code to distribute call volume.

5. Assigning the Number Pool in a Dial Session:

   • Once numbers are purchased, they'll automatically assign to the number pool.
   • When the assigned agent (e.g., Tina) starts a dial session, the dedicated number pool will appear as a Caller ID option.

This setup ensures that callbacks go directly to the assigned agent, improving contact management and call continuity.

Tags

individual number pool, agent-specific caller ID, callback routing, PhoneBurner training, outbound calls, sales strategy, team member setup, customer communication, number management

Cleaned-Up Transcript

If you've just added a new team member and want to assign them a dedicated Number Pool for outbound calls, here’s how to do it:

Step 1: Create a New Number Pool

• Click your initials in the upper-right corner.
• Select Numbers under Settings.
• Click Add Number Pool and give it a clear name — for example, "Tina's Numbers" if you're assigning this pool to Tina.

Step 2: Assign the Routing Strategy

• Under Routing Strategy, select Team Member.
• Choose the designated team member from the dropdown (e.g., "Tina Closer").

Step 3: Choose the Rotation Type

• Select Random (ideal for distributing call volume across multiple numbers) or Local Presence if needed.
• Since Tina is assigned to a specific region, Random is typically sufficient in this case.

Click Submit to create the number pool.

Step 4: Add Phone Numbers to the Pool

• Click the three dots next to the new Number Pool and select Purchase Numbers.
• Select the state (e.g., Michigan) and choose an area code (e.g., 586).
• Adjust the quantity of numbers in that area code (e.g., 3 numbers to distribute call volume).
• Click Place Order to complete the purchase.

Step 5: Using the Number Pool in a Dial Session

• Once the numbers are processed, they’ll automatically assign to Tina’s Number Pool.
• When Tina starts a dial session, she'll see Tina's Numbers as a Caller ID option.
• The system will rotate through her three phone numbers to distribute outbound calls.

This dedicated number pool ensures callbacks are routed directly to Tina, improving response rates and creating a consistent customer experience.

That's it! Setting up an agent-specific Number Pool is fast, easy, and effective. Thanks for taking the time to watch this video, and happy dialing!