This is using Connectwise Manage Pod integration for Illustrative Purposes but can be done from any PSA using the integrated POD or through the MSP Process Admin portal.

On the Pod, make sure the appropriate phone number is selected for the chosen contact. If you choose a PSA Contact other than the default one, you will be required to provide a note, eg Manager Approval. That note is can be enforced through configuration. One the "Send Code" has been clicked, the six-digit code will be sent via SMS to client and the technician must receive, verbally, the code sent to them.

Once the code is received verbally from the client, it must be placed in the "Enter Code Here" box, as below.

Now the shield for the phone number verified should turn green for the configured amount of time.