Step 2: Add custom phone fields (Optional)
By default, the Customer object in Local CRM offers two predefined voice phone fields - Voice, and Alternative. You can add additional phone fields to the Customer object to increase the chances of contact with the customer during a campaign. Let’s say a debt collection company has to track an individual, they may have phone numbers of relatives listed as well.
To add a custom field to the Local CRM:
- Go to CRM from the menu.
- In the Customer Fields list, click + Customer Field. The Add a Custom Field (Customer) page appears.
- Select Text for data type of phone fields.
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Enter the field properties, and click Save. You have now created a custom field. Repeat this task to add more custom phone fields if needed.
Learn more about how to configure custom CRM fields.
