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What is call forwarding?

Call forwarding lets you have one phone number for both calling and texting, while still using your cell phone plan for actual calls. You’ll use the CurrentClient app for all texting, while calls route through your personal phone.

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What happens when calls come in?

When someone calls your CurrentClient number, we automatically forward it to your cell phone. You answer like any regular call. If you don’t answer, the call goes to your personal voicemail.
Call forwarding incoming calls

Incoming calls forwards to your cell

Since calls go to your personal voicemail when unanswered, make sure your voicemail greeting sounds professional!

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How do I make outbound calls?

Its important you initiate the call from the CurrentClient app, otherwise it will not work.
1

Start the call in CurrentClient

Open the app and click call by typing a number or selecting a contact
2

CurrentClient calls your phone

We’ll initiate a call to your cell phone first
3

Answer on your cell

You answer the incoming call to your cell phone. When you answer, you’ll hear a message asking you to press 1
4

Connected to your client

We complete the call to your client - they see your CurrentClient business number, not your personal cell
Call forwarding outbound calls

Making an outbound call

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How do I text with this setup?

Texting is very simple, you just use the CurrentClient app like you normally would. Texting will be sent from your CurrentClient business number to your client.
Call forwarding SMS

Use the app for texting

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How do I set this up?

To set up call forwarding, you need to add your cell phone number as the forwarding number in the dial plan settings. You can change this number whenever you need, but the key is to give us a number you want us to forward calls to.
  1. Go to your dial plan settings in the app
  2. Enter your cell phone number as the forwarding number
  3. Save your settings

Configure call forwarding

Set up your forwarding number in your phone number settings

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Frequently asked questions

Yes! Conference calling works through your cell phone. You’ll use your phone’s native calling app to add participants to the call.
Yes, call transfers work just like normal personal calls. You’ll use your phone’s calling app to transfer.
Yes! Call recording still works with call forwarding enabled.
Yes! We’ll show when calls come in and indicate they were forwarded to your cell phone. You’ll have a complete call history in the app.
Yes, if you have CRM sync enabled. Call records will sync according to your CRM integration settings.