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.

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