How Can I Add Multiple Phone Numbers to a Lead?
Click on “Add contact” and it will give you an option to add another contact for a lead.
Step by Step Guide:
Here are the step-by-step instructions on how to add multiple phone numbers to a lead in the REsimpli system:
- Log in to your REsimpli account.
- Click on the “Leads” tab on the left side of the dashboard.
- Select the “Active Leads” tab from the top of the screen.
- Choose the lead that you want to add multiple phone numbers to by clicking on it.
- Click on the “Add Contact” button.
- In the pop-up window, select “Seller Contact” as the contact type.
- Choose the subtype you want to add, such as a secondary number or a work number, from the drop-down list.
- Enter the name of the contact in the “Name” field.
- Enter the phone number in the “Phone” field.
- Add an email address, if necessary, in the “Email” field.
- Click on the “Save” button to save the new contact information.
- Repeat steps 5-11 if you want to add more phone numbers to the same lead.
And that’s it! You have successfully added multiple phone numbers to a lead in the REsimpli system.