Customer Deal Card: Phone Number Management
gathering votes
D
Danielle Delano
When a customer submits a lead and has multiple phone numbers, the CRM should use the most recently added phone number at the top of the customer card.
Suggested enhancements:
• Use Most Recent Lead Number First – Default the phone number provided on the most recent internet lead to the top.
• Ability to Reorder Numbers – Allow users to manually drag/reorder phone numbers w/in Credit App
• Mark Primary Number – Add the option to set a number as the designated “primary” so it’s always displayed first.
W
Will Leger
Yes this! Also, why is the work number so prevalent? It comes up as the default number all the time so we’re accidentally sending opt in texts to it and it triggers duplicate profiles because people work in the same plant or office with 100’s of employees. The Work number should live in the credit app and not be seen anywhere else.
Michele McCoy
gathering votes
Danielle Delano, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.