Set up VoIP extensions correctly so agents stay reachable, calls route to the right store every time, and you avoid lost revenue from missed or failed calls.
Quick start:
1. Open Settings and create a New VoIP Extension with a clear name and SIP address.
2. Add advanced credentials (username, password, webhook/alias) only if required by your VoIP provider, then click Save.
Before you begin
You must be signed into the Web Client as an Administrator to access VoIP settings.
Decide whether each agent will use Storable CRM VoIP, a physical VoIP phone, or a cell phone.
Collect the required details from your VoIP provider (SIP address and, if applicable, username, password, and webhook/alias).
Accessing VoIP Extension Settings
In the Web Client, open the Settings (A) icon to access all administrative settings.
Select VoIP Extensions (B) to view existing extensions and editing options.
Creating a New VoIP Extention
Click New (C) to create an extension for an agent or device.
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Enter the information for the VoIP. At a minimum, you will enter a name and SIP address for each extension.
Name (D) (required) – Enter a clear, unique identifier for the extension (for example, Front Desk – Store 101 or Agent – J. Smith).
SIP Address (E) (required) – Enter the SIP endpoint that agent calls will ring. This is usually provided by your VoIP vendor or phone system.
In most cases, these two fields are enough to associate a number with a VoIP extension when you use Storable CRM VoIP or a cell phone setup.Additional fields are only required if your VoIP provider uses separate credentials.
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If your organization uses its own VoIP service with unique credentials, complete the remaining fields as needed.
Username (F) (optional) – Enter the username required to sign into the VoIP service, if applicable.
Password (G) (optional) – If a username is entered, provide the corresponding password.
Enable Webhook (H) (optional) – Turn this on to enable the Alias field. Use this when the phone or softphone has a specific extension associated with it.
Alias (I) (optional) – Enter the webhook or extension value associated with the phone. In many cases, this is just the phone’s extension number.
Click Save (J) to create the new VoIP extension. The button becomes active once all required fields are complete. Click Cancel (K) to close the New VoIP Extension window and discard any changes.
Deleting a VoIP Extension
Find the specific extension you wish to delete and click the Delete (C) icon.
Click Confirm (D) to delete the VoIP extension. Click Cancel (E) to discard any changes.
Best practices
Use a consistent naming convention (for example, Store – Role or Store – Agent name) so it is easy to audit and maintain extensions over time.
Review extensions regularly and remove those that are no longer in use to reduce security and routing risks.
Coordinate with your VoIP provider before changing SIP addresses, usernames, or webhooks to avoid unexpected call failures.