This feature enables the addition of up to eleven phone numbers for each contact, offering enhanced flexibility in managing clients and leads. You can conveniently update and edit these numbers within the contact details page, ensuring that all information remains up-to-date. By assigning a primary phone number and categorizing additional numbers with labels such as Home, Landline, Mobile, and Work, you maintain clarity and consistency in communication. Additionally, this functionality supports making calls to multiple numbers, thereby refining your outreach strategy.
Adding Multiple Phone Numbers
Managing Phone Numbers
Click the pencil icon next to the phone number to change or delete the phone number, or modify the associated label.
📌Note: The primary phone number can be edited, but it cannot be deleted until another number is selected as the default.
Click save after making the necessary adjustments.
Making a Call on an Additional Phone Number
To initiate a call, hover over the phone icon within the Contact Details section. A list of associated phone numbers will appear, allowing you to select the desired number to call.
By leveraging this feature, you can efficiently manage multiple phone numbers for each contact, ensuring seamless communication and up-to-date information. The ability to categorize and designate primary numbers enhances clarity, while the flexibility to initiate calls directly from the contact details page optimizes your outreach efforts. Incorporate this functionality into your client management strategy to maintain consistency and improve overall communication.