Explore how to enhance your contact management capabilities by inputting multiple phone numbers for each contact in Aesthetix CRM with this informative guide. Learn the step-by-step process to seamlessly add and manage multiple phone numbers, ensuring comprehensive communication and accessibility. This tutorial provides clear instructions on how to organize and update phone number entries efficiently, empowering you to stay connected with clients and prospects effectively. Master this feature to optimize your CRM experience and improve engagement with your contacts
The feature of Multiple Phone Numbers for a Contact is aimed at enhancing user experience while handling contact details within a CRM system.
1. Let's start by navigating to your list of contacts.
2. Next, let's explore your sorted lists by selecting the 'Smart Lists' option.
3. Now, choose a contact you want to edit or update.
4. Once selected, find and proceed to the 'Contact' tab.
5. Within the 'Contact' tab, find and select the 'Phone' section.
6. You'll see an option to 'Add Phone Number'
7. Now, let's input your preferred contact number.
8. Feel free to edit or update any pre-existing phone numbers too.
9. You can also add helpful labels to your saved phone numbers for future reference.
10. Pick which of the entered numbers you'd like as your 'Primary number'
11. Finally, apply all changes by clicking 'Save'
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How to Add Multiple Phone Numbers to Contact | Aesthetix CRM