Go to SURPLUS SYSTEMS

All collectionsCRMHow to Add Additional Phone Numbers Per Contact in Surplus Systems

How to Add Additional Phone Numbers Per Contact in Surplus Systems

Expand your communication capabilities within Surplus Systems CRM by adding multiple phone numbers to each contact. This article offers a comprehensive guide on how to effectively associate several phone numbers with a single contact, ensuring you can reach your customers through various channels as needed.

1. Start by selecting the contacts section.

1 Firstly, click on the element.

2. Choose the contact that you want to add an additional phone number

2 Then, click on "Bernadine Swanson".

3. On the next screen, select the specific tab to proceed.

3 Click here.

4. Identify the area for managing phone numbers and click on it.

4 Click on the element.

5. Then, press the Add Phone Number button to add more numbers.

5 Click on "Add Phone Number".

6. Choose whether the new number will be tagged as from drop down list option

6 Click here.

7. Now, input the new phone number in the provided text field.

7 Next, click here.

8. If desired, designate this as the primary number by ticking the button

8 Afterwards, click on the element.

9. After inputting all the required details, save the changes with the Save button.

9 Click on "Save".

10. Finally, you can contact this customer by using these numbers.

10 Click on the element.

Did this answer your question?

😞

😐

😁

How to Add Additional Phone Numbers Per Contact in Surplus Systems | SURPLUS SYSTEMS