Choose the client first
Open Partner → Phone, select the intended client, and review the inventory and assignment controls. Confirm the number’s country, capabilities, status, and lead type before assigning it.
Preserve isolation
A number should belong to the correct client and workflow. Reassignment can affect inbound routing, conversations, registration, and reporting, so inspect current usage before moving anything.
After allocation, enter the client workspace and confirm the number is assigned to the intended agent or channel. Use company-controlled voice and SMS tests where permitted. Purchasing or releasing inventory is a separate action and may require owner approval.