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Just Launched: Add Customer Phone Numbers

Written by Jason Bank | Mar 27, 2025 2:32:12 AM

keep your electrification projects connected and on track.

Released: March 21, 2025

No more lost contacts or missed calls - just streamlined communication to help you close deals faster

What's it got:

  • Save Time: Update phone numbers instantly without leaving an opportunity.
  • Close More Deals: Stay in touch with customers when it matters most.
     
  • Capture Leads Easily: Use the embedded API form to collect phone numbers from your website, syncing them to your dashboard.

Updating a customer’s phone number is a breeze::
  • Click the Edit Customer icon in the top-right corner of your screen.


  • In the popup, Enter the Phone Number and click Update to save.




  • We’re taking it a step further - phone numbers can now also be captured directly through our embedded forms, powered by our API.
Whether it’s on your website or a custom landing page, customers can enter their phone numbers seamlessly when submitting inquiries.

The feature is live now for all users!

Got feedback? We're all ears.