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Setting Up Call Forwarding in Pipeline CRM

This controls when your team can receive calls and where calls are routed.

Written by Pipeline Solutions Support
Updated yesterday

Best practice

Align call availability with staffed hours to avoid missed calls.

How to set it up

  1. Go to Settings

2. Click Phone System and then the three dots on the right of the phone number

3. Click Edit Configuration

4. Click Call Forwarding

5. If you would like to forward calls to one staff team member, select their name from the Team Member drop down. If you would like calls to be forwarded to multiple staff team members, select up to six staff team members in the "Ring more team members" section, and be sure that box is checked

6. When calls are forwarded, if you would like the studio phone number to be displayed, so that staff team members know the call is studio-related click CRM's Phone Number

7. Click Save

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