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Add a Customer Phone Number

Easily add a customer’s phone number directly within an opportunity to keep all their details in one place.

Last Updated: February 2026

Adding a Phone Number:

  1. Click the Edit Customer icon in the top-right corner of the screen.


  2. Enter the customer’s phone number and click Update to save the changes.

        Congratulations! You’ve successfully added a phone number to your customer’s profile.
        Now you can reach them easily when needed.




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