Modify or Delete Phone Number for a Prospects
- Navigate to the Contacts module and click on it.
- Click on the Contact Name for which you want to Modify the Phone number.
- The contact window will open on the Screen, Hover the mouse over the Phone Number.
- Click on the
Pencil Icon to modify the Phone number.
- Click on
Tick icon to save changes.
- Click on
bin to delete the Phone number.
Note: Primary phone number Can’t be deleted.
Related Articles
Modify or Delete Phone Number for a Contact
Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Phone number. The contact window will open on the Screen, Hover the mouse over Phone Number. Click on the Pencil Icon to modify the Phone ...Modify or Delete Phone Number for an Account
Navigate to the Accounts module. Click on Account Name. Hover the mouse over the Phone Number which needs to be modified, the system will pop up ‘Edit’ and ‘Delete’ icons; to modify the Phone Number, click on Edit icon. Amend the Phone Number as ...Add alternative phone number for a Prospect
Navigate to the Prospects module. Click on the Prospects name. Contact Profile will be opened, click on the Add Phone Number. Enter phone number. Click on Green Tick icon to add.Modify or Delete email address for a Prospect
Navigate to the Prospects module. Click on the Prospect Name for which you want to Modify the Phone number. The contact window will be opened, hover the mouse over the email address. Click on the Pencil Icon to modify the Email address. Click on ...Modify or delete email address for a Contact
Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Email address. The contact window will open on the Screen, hover the mouse over the email address. Click on the Pencil Icon to modify the ...