🧾 Overview
This article outlines the key details required to successfully configure a Screenpop integration for a new Evo Voice client, using George Brew as an example. It also clarifies when a voicemail box is needed, how to capture the preferred area code, and why location data is important.
Common question:
What details are needed to complete the setup of a Screenpop for a new client (e.g., George Brew), including whether a voicemail box is required, the preferred area code, and the client's location?
📋 Required Information for Screenpop Setup
Before Screenpop can be fully configured and tested, gather the following client-specific information:
1. Client's Full Name & Company Name
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Used for tagging the client in Evo records and endpoints.
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Example:
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Name: George Brew
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Company: Brew Financial LLC
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2. Preferred Area Code
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Used when assigning a DID (direct inward dial) number.
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Important for caller familiarity and regional trust.
Example: Area Code 646 (New York)
✅ Note: If the preferred area code is unavailable, offer alternatives or waitlist options.
3. Client Location
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Required for:
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DID assignment
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Emergency Services (E911)
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Regional routing (if applicable)
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Include:
- City, State, and ZIP Code
Example: New York, NY 10001
4. Voicemail Box Required?
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Confirm if the client wants voicemail on their main line or extension(s).
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If yes:
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Assign a voicemail box.
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Set up voicemail-to-email (optional).
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Record greeting or upload default.
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✅ Best practice: Always clarify whether voicemail is needed for direct lines, team lines, or fallback routing.
5. CRM or App Integration Details (If Available)
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Which CRM or system should Screenpop open?
- E.g., HubSpot, Salesforce, Clio, Zoho
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What URL or format should be used?
- Screenpop usually opens a search page or contact profile using the caller’s number.
Provide a sample search URL or contact page structure if possible.
📦 Optional but Helpful Details
| Item | Why It's Useful |
|---|---|
| Call flow or routing preference | Helps with initial call handling setup |
| Main contact person | For follow-ups and confirmation |
| Internal team directory | For setting up extensions if needed |
| Support hours or availability | Informs routing logic (after-hours flow) |
✅ Resolution Summary
| Field | Required? | Notes |
|---|---|---|
| Full Name & Company | ✅ | For tagging and endpoint setup |
| Area Code | ✅ | Used for DID assignment |
| Client Location | ✅ | Required for number and E911 |
| Voicemail Box Needed | ✅ | Affects routing and call flow |
| CRM Integration Details | Optional | Enables Screenpop functionality |
🆘 Still Need Help?
If you're unsure which details are missing, please contact Evo Support for assistance.
When reaching out, be sure to include:
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Company name
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Desired area code
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Location info (City, State, ZIP)
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CRM or screen pop platform (if applicable)
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Whether voicemail should be enabled
Our support team will guide you through the next steps for proper onboarding or provisioning.