How to input Multiple Phone Numbers for a Contact
Adding Multiple Phone Numbers in Your CRM
Unlock efficient contact management with the "Multiple Phone Numbers for a Contact" feature, streamlining communication and workflows.
Understanding the Feature:
Incorporating multiple phone numbers for a contact is a game-changer in your CRM, allowing you to add up to eleven numbers for enhanced flexibility in managing clients or leads. The feature ensures convenient management and editing of all added numbers within the contact details page, keeping information up-to-date. Designating a primary phone number ensures consistency in communication, while categorizing numbers with labels like Home, Landline, Mobile, and Work adds clarity to your contact information. This flexibility extends to calling on additional phone numbers, improving your outreach strategy. Upcoming enhancements promise even more functionality, including conversation support and bulk import options during Contact Export.
Different ways for businesses to benefit from the feature
Practical applications abound, from streamlined customer service with faster issue resolution to improved sales processes by reducing lead response time. Enhanced marketing campaigns benefit from personalized outreach based on customer preferences. For vendor management, effective employee communication in larger corporations, and critical situations like emergencies or healthcare, the ability to manage multiple contact points proves invaluable. Managing international business contacts is simplified, facilitating smoother global communication. This comprehensive set of features and benefits is designed to optimize communication workflows, ensuring your CRM is a powerful tool in various business scenarios.
How to Use the Feature:
Adding Multiple Phone Numbers to a Contact:
Go to your contacts page. Create or choose a contact.
Add Phone Number
In the 'Phone Numbers' section, click 'Add Phone Numbers' (up to 11 times).
Editing or Managing Phone Numbers
Click 'Edit' next to the phone number. Change, delete, or modify the label associated with the phone number.
Designating a Primary Phone Number:
Check 'Mark as Primary' next to the chosen phone number.
Adding Labels to Phone Numbers:
Choose the appropriate label from the dropdown menu when adding or editing a phone number.
Making a Call on an Additional Phone Number
Click 'Call' next to the desired phone number in the contact's details.
