Managing Phone Numbers Follow

Overview

As the Zoom Account Owner or Admin, you can purchase phone numbers and assign them to your Zoom Phone users. When you assign a Zoom Phone license to a user, they're automatically assigned an extension number. This article explains how to assign a direct phone number to a user, in addition to their extension.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account Owner or Admin Permissions
  • Zoom Phone license

Buying Phone Numbers

You must buy phone numbers before assigning them to users.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click Add.
  3. Enter the required information:
    • Target Site: If you create multiple sites, select the site you want to buy phone numbers for.
    • Emergency Addresses: Select an emergency address to apply to purchased phone numbers, or click Add to add a new address.
    • Number Type: Select Local (Domestic). Toll-free numbers are currently unavailable for purchase.
    • State/Province: Select the state or province from the drop-down menu.
    • Area Code: Select the area code from the drop-down menu.
  4. In the Available Numbers list, select the phone numbers you want to purchase.
  5. Click Confirm to complete the purchase.

Assigning a Phone Number to a User, Call Queue, or Auto Receptionist

After buying a phone number, you can assign it, allowing people to directly dial a number to reach a phone user, call queue, or auto receptionist.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click the Unassigned tab.
  3. Click Assign To next to the number you want to assign.
  4. Select one of these options:
    • Phone User: Assign a phone number to an existing user with Zoom Phone, allowing them to receive calls through their extension number or their direct phone number. Use the text box to search for a user. The user will receive an email notification with their phone number and a link to update the emergency address associated with their number.
    • Call Queue: Assign a phone number to a call queue, allowing people to reach the queue with the direct phone number. Use the text box to search for a call queue.
    • Auto Receptionist: Assign a phone number to an auto receptionist, allowing people to reach the queue with the direct phone number. Use the text box to search for an auto receptionist.
  5. Click OK.

Batch Assigning Phone Numbers to Users

After buying phone numbers, you can batch assign them to phone users using a CSV file.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click Import.
  3. Click CSV Sample to download a sample file.
  4. Open the CSV file and fill in these columns:
    • Phone Number: Enter the assigned or unassigned phone number. If the phone number is already assigned to a user, it will be reassigned to the user you specify.
    • Extension Number: The associated extension number of the phone user you want to assign the phone number to.
  5. Go back to the Zoom Phone web portal, click Upload CSV, and select the completed CSV file.

Removing a Phone Number from a User, Call Queue, or Auto Receptionist

After assigning a phone number, you can remove it if you don't want it to be assigned to anyone. You also can re-assign the phone number to move a number from one user to another.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click the Assigned tab.
  3. Click the number you want to remove from a user, call queue, or auto receptionist.
  4. Click Unbind to remove the selected phone number from the user, call queue, or auto receptionist it's been assigned to.

    The number will be transferred to the Unassigned tab.

Re-assigning a Phone Number

After assigning a phone number, you can re-assign it between your users, call queues, auto receptionists, or common area phones.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click the Assigned tab.
  3. Click the number you want to re-assign.
  4. Click Edit.
  5. Select one of these options:
    • Phone User: Assign the phone number to an existing user with Zoom Phone, allowing them to receive calls through their extension number or their direct phone number. Use the text box to search for a user. The user will receive an email notification with their phone number and a link to update the address associated with their number.
    • Call Queue: Assign the phone number to a call queue, allowing people to reach the queue with the direct phone number. Use the text box to search for a call queue.
    • Auto Receptionist: Assign the phone number to an auto receptionist, allowing people to reach the queue with the direct phone number. Use the text box to search for an auto receptionist.
    • Common Area Phone: Assign the phone number to a common area phone.
  6. Click OK.

Unbinding a Phone Number

You can unbind a phone number if you want to unassign a phone number from a user, call queue, auto receptionist, or common desk phone.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click the Assigned tab.
  3. Click the number you want to unbind.
  4. Click Unbind.
  5. Click Unbind to confirm.
    The number will be transferred to the Unassigned tab.

Viewing and Changing the Main Company Number

The main company number is chosen during the initial setup. Follow these steps to view or change your main company number.

  1. Log in to the Zoom web portal.
  2. Navigate to the Phone Numbers page and click the Assigned tab.
    The main company number is displayed at the top.
  3. Click the pencil icon beside main company number to change it.
  4. Select a number from the list of unassigned numbers then click Confirm. You can also click Get Numbers to purchase a new phone number.
    The previous main company number will be transferred to the Unassigned tab.
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