Named Phone Numbers
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Jared Scott
I think it would be super helpful if there was an option to name or label a phone number with the person's name, especially in situations where I'm working a deal that involves multiple people who aren't necessarily co-signers.
Right now, the only options are “Home,” “Work,” or “Cell,” but that doesn’t always give enough context. For example, I might be speaking with a customer, their spouse, a parent, or even a third-party like an insurance agent — all connected to the same deal. Being able to custom name a number like “Sarah – Mom” or “John – Insurance Agent” would make it much easier to keep track of who I’m talking to and avoid confusion.
Even in cases with co-signers, being able to label whose number is whose would be very useful.
Shelby Parker
Hiya Jared Scott, thanks for this post! I have a few more questions for you:
- How frequently do you encounter situations where naming phone numbers would be beneficial?
- Are there any specific roles or titles you commonly deal with that should be pre-set options for naming?
- Would you find it useful to have the ability to add notes or additional context to these named phone numbers?
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Jared Scott
Shelby Parker Hi Shelby,
Thanks for reaching out!
I often work with deals that involve two phone numbers—for example, a husband and wife, where one prefers I call the other due to work schedules, or a boyfriend and girlfriend where one is more familiar with the car details. Sometimes it’s a parent and child situation, where the car is for the child, but most communication goes through the parent.
In cases like these, being able to label or add notes to each phone number would be incredibly helpful. The most useful place for this would be in the drop-down menu when selecting which number to call. Instead of just seeing “Home” or “Cell,” it would be great to see a name or a short note indicating which number is best to use.
Thanks again!