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: 18th March 2025
Applies to:
- All users
Adding a Phone Number:
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Click the Edit Customer icon in the top-right corner of the screen.
- Enter the customer’s phone number and click Update to save the changes.
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Congratulations! You’ve successfully added a phone number to your customer’s profile.
Now you can reach them easily when needed.