What is the Multiple Phone Numbers Feature?

The Multiple Phone Numbers feature in Metanow CRM enables users to store up to 11 phone numbers for a single contact. Each number can be labeled (e.g., Mobile, Work, Home), and one can be designated as the primary number. This flexibility is perfect for managing contacts with multiple lines of communication, such as clients, leads, or vendors.

Key Benefits of Managing Multiple Phone Numbers

Managing multiple phone numbers for a contact ensures your communication remains effective and highly organized.

• Store up to 11 numbers per contact.
• Assign descriptive labels to each number for clarity.
• Set a primary number to prioritize outgoing communications.
• Easily update or remove outdated phone numbers.
• Enhance accuracy in workflows and automation.
• Ideal for sales, support, vendors, or personal contacts.

Managing Multiple Phone Numbers

You can quickly add, label, and manage contact phone numbers directly from the contact record within Metanow CRM.

Step 1: Navigate to the Contacts Tab

From your Metanow CRM dashboard, go to the Contacts tab. Select an existing contact or create a new one to access the Phone numbers section.

Step 2: Add a New Phone Number

Click + Add Phone Number to enter additional numbers (up to a total of 11). Choose a label (e.g., Mobile, Home, Work) and check the Primary box to designate it as the main contact number.

Editing or Removing Phone Numbers

Maintain clean and accurate contact records by updating or deleting phone numbers as required.

• Select the Edit icon next to a number to modify the digits or its label.
• Select the Trash icon to permanently remove a number.
• Remember, only one number can be marked as Primary at a time.

Use Cases for Multiple Phone Numbers

This feature is highly beneficial across various business and communication scenarios.

• Sales teams can call multiple numbers to reach leads more effectively.
• Support teams can ensure they have backup contact options for clients.
• Agencies can maintain both personal and professional numbers for each contact.
• Vendors and partners often have different departmental numbers (e.g., billing vs. operations).
• Emergency readiness for critical clients or services by saving backup numbers.

Frequently Asked Questions

What happens if I don’t set a Primary number?
The first number on the list will automatically be treated as the primary number for outgoing calls and messages.

Can I use the same label for multiple numbers?
No, each label can only be used once per contact to ensure clarity.

Can I add international numbers?
Yes. Ensure you enter the number with the correct international dialing code (e.g., +44 for the UK).

Is there a way to reorder phone numbers?
Numbers are displayed in the order they were entered. To reorder them, you must remove and re-add them in your preferred sequence.

Can I use these numbers in workflows?
Yes. Workflows will default to using the Primary number unless configured otherwise.