Managing the Main Company Number and Caller ID Name Follow

Overview

As the Zoom account owner or admin, you can view or change the main company number you choose during initial setup. The main company number can be used by external callers to reach your phone users (by dialing the main company number and the user's extension). It can also be used by phone users as their caller ID when making calls.

Note: The main company number is assigned to the main auto receptionist. In other words, dialing the main company number will route to the main auto receptionist. If you have multiple sites, the main company number is assigned to the main auto receptionist of the main site.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin permissions
  • Zoom Phone license

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. Sign in to the Zoom web portal.
  2. Click Phone System ManagementPhone Numbers.
  3. Click the Assigned tab.
    The main company number is displayed at the top.
  4. Click the drop-down menu to change the main company number. You can either:
    • Choose from numbers assigned to the main auto reception. The previous main company number will remain assigned to the main auto receptionist.
    • Click Select an unassigned number and choose a number from the list of unassigned numbers then click Confirm. The selected number will also be assigned to the main auto receptionist. You can also click Get Numbers to purchase a new phone number.

Changing the Main Company or Site Caller ID Name 

The caller ID name is displayed all outbound calls from the organization. If have multiple sites, you need to change the caller ID name for each site. You cannot change the caller ID names of individual users.

Note:

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementCompany Info.
  3. Click Account Settings.
  4. Follow one of these options depending on if you have multiple sites:
    • If you do not have multiple sites, then click Change next to the current caller ID name.
    • If you have multiple sites, click the name of the site, then click Change next to the current caller ID name.
  5. Enter a new caller ID name and click Save.
    Note: The caller ID name has the following restrictions.
    • Maximum of 15 characters including spaces
    • Displays with all uppercase letters regardless of how you specify it in Zoom Phone
    • Cannot contain any special characters

Re-assigning a Phone Number to the Main Company Number

If you have a direct number assigned to a phone user, call queue, common area phone,  auto receptionist,  or Zoom Room, follow these steps to assign it to the main company number and main auto receptionist.

Note: You can also re-assign a number between phone users, call queues, common area phones, auto receptionists, or Zoom Rooms.

  1. Sign in to the Zoom web portal.
  2. Click Phone System Management > Phone Numbers.
  3. Click the number you want to assign as the main company number.
  4. Next to Assigned To, click the Unbind next the phone user, room, call queue or auto receptionist name.
  5. Click Yes to confirm. The number will appear in the list of unassigned numbers.
  6. Click the Assigned tab.
    The main company number is displayed at the top.
  7. Click the drop-down menu, then click Select an unassigned number.
  8. Select the number you previously moved to unassigned. This number should be at the top of the list.
  9. Click Confirm. The previous main company number will become unassigned.
  10. (Optional) Follow the steps to assign the number that was previously the main company number.
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