Switching to Agency Mode: Begin by heading to the top left corner of your CRM interface. Click the option to switch views and select "Agency Mode." Accessing Configuration Settings: In Agency Mode, find and select the "Settings" option. Within the settings menu, go to the "Phone Integration" section. Locating and Updating Client Accounts: In the Phone System settings, browse the list of accounts. Click on the pencil icon or the three-dot menu next to the account you wish to update. Modifying Credentials: Choose the option to update the credentials. Enter the Account SID and Auth Token provided by Twilio for the client. Click "Save" to confirm and apply the changes. Creating a Twilio Sub-Account Logging into Twilio: Access the Twilio platform by logging into your account. Setting Up a Sub-Account: Click on the "Accounts" tab at the top right of the screen. Select "Sub Accounts" from the dropdown menu. Click on "Create Account" in the top right corner. Enter the required details, such as the location and company name. Click "Create" to finalize the creation of the sub-account. Obtaining Credentials: Once the sub-account is created, click on its name to access it. Copy the Account SID and Auth Token for use in the CRM. Troubleshooting and Common Questions What if a number is already in the master account? If you need to move a number from a master account to a sub-account, reach out to Twilio support for help. How can I verify that credentials have been updated correctly? After updating the credentials in the CRM, perform a test by sending a message or making a call to ensure the integration is functioning properly.