Below is a step-by-step process on how you can add a phone number into your contact.

  • Go to Contacts > All Contacts.
  • On your All Contacts page, search for the customer on the search bar and select the name to enter his/her profile.
  • Once you're on your contact's profile, click on the Actions button and select Edit.
  • If your contact doesn't have a landline phone / mobile number on file yet, you may simply enter his/her phone number under the Phone Numbers field.
  • Select the phone number type by clicking on the drop down menu.
  • If you need another phone number recorded into your contact's profile, just click on the +Add Phone Number button.
  • If you need to delete a phone number and replace it with a new one, you may simply click on the 🗑️ icon beside the existing phone number.
  • Don't forget to save your changes by scrolling down and hitting the Save button or you may click on the Actions button again, and hit Save.


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Created by Mina on 10/29/2019.

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