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:

  1. Go to CRM from the menu.
  2. In the Customer Fields list, click + Customer Field. The Add a Custom Field (Customer) page appears.
  3. Select Text for data type of phone fields.
  4. 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.