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How to Add a Phone Number to an Account Contact

 
 Created Date: 7/11/2025 2:41:09 PM |  User Level: Regular User

How to Get Here:

  1. Navigate to the detail page for the Account you want to add a phone number to.
  2. Click on the Address tab. This will show you the list of contacts for that account.
  3. Click the Edit (pencil icon ✎) button next to the contact you want to add a phone number for.
  4. On the contact detail screen, click the Phones sub-tab. You will see a list of existing phone numbers (which may be empty). A screenshot of a computerAI-generated content may be incorrect.
  5. Click the + Add New Phone Number button.

Instructions:

  1. A new page will appear to enter the phone number details.
  2. Select a Category from the dropdown menu (e.g., "Work," "Cell Phone," "Home").
  3. Enter a Description (e.g., "Main Office Line," "Direct Dial").
  4. Enter the Phone Number.
  5. Use the toggle switches on the right to set preferences, like Display Publicly or Allow SMS.
  6. If needed, you can click the Notes tab to add more context about this phone number.
  7. When finished, click the green Save Phone Information button at the top right.

Expected Result: You will see a green success message at the top of the page confirming the phone number has been saved.

A screenshot of a computerAI-generated content may be incorrect.

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