Configure a Custom Caller ID (CNAM) for Your CRM Dialer Follow
To increase the likelihood of your calls being answered, it is recommended to set up a caller ID, also known as CNAM (Caller ID Name). This will allow your leads and clients to see who is calling them. This article provides the steps needed to register a CNAM for your CRM softphone dialer number(s).
⚠️ Please note, this registration process is not needed if you do not use the CRM softphone dialer.
Why is My CNAM Not Displaying on Outbound Calls?
How to Submit My Registration
Currently, the CRM support team will handle submitting the CNAM registration to the provider on your behalf. To get started, please submit a new ticket to the support team.
If you completed the Business Profile Registration Form in the past, then our team already has the necessary information to submit your CNAM registration. We will just need you to provide us with the Caller ID Name you would like displayed.
Otherwise, you will need to provide the following information to our team, so we can start the registration process:
💡 Please note, the information provided must match your business EIN listing exactly.
- Legal Business Name
- Street Address
- City
- State
- Zip
- Business Type (must be one of these):
- Sole Proprietorship
- Partnership
- Corporation
- Co-Operative
- Limited Liability Corporation
- Non-Profit Corporation
- Business Registration ID Type (must be one of these):
- USA: Employer Identification Number (EIN)
- USA: DUNS Number (Dun & Bradstreet)
- Canada: Business Number (BIN)
- Business Registration Number (EIN Tax ID)
- Website URL
- Authorized Representative #1 (must include all of the following):
- First Name
- Last Name
- Phone Number
- Business Title
- Job Position (pick one): Director, GM, VP, CEO, CFO, General Counsel, Other
- Authorized Representative #2 (must include all of the following):
- First Name
- Last Name
- Phone Number
- Business Title
- Job Position (pick one): Director, GM, VP, CEO, CFO, General Counsel, Other
- CNAM (this is the Caller ID Name you would like to display for outbound calls. This is limited to 15 characters)
- A CNAM cannot start with a number, it should begin with a letter.
- A CNAM can only contain letters, numbers, periods, commas, and spaces.
Once this information is received, our team will begin the registration process with the provider and carriers. This process could take 1-2 weeks to be completed.
Once your registration has been finalized, our team will notify you via the support ticket you submitted.
Why is My CNAM Not Displaying on Outbound Calls?
Sometimes, after successful registration of your CNAM, you may get reports from your customers that your CNAM did not display.
If you receive reports of no CNAM displaying, there could be a couple of reasons why:
- The carrier is not passing the CNAM properly to the customer receiving the call
- Additional steps are required by the mobile user to enable CNAM
Unfortunately, not all carriers may subscribe to the multiple CNAM databases available. Mobile users (depending on their carrier) will most likely need to enable, subscribe, or pay an upcharge so CNAM is displayed on their devices. If this happens, it is recommended that your customers contact their mobile carriers directly to figure out why the proper CNAM is not being displayed.
Support/Assistance
If you need further assistance with your CRM system, please reach out to the support team.
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