How to Manage Phone Numbers for a Contact in CoachWorks Marketing CRM

1. Navigate to the 'Contacts' section.

• Log into your CoachWorks Marketing CRM account and navigate to the 'Contacts' section to view your list of contacts.

2. Select a contact from the list.

• Browse through your contact list or use the search function to find and select the specific contact whose phone information you want to update.

3. Choose to edit the contact's phone information.

• Once you have selected the contact, click on the option to edit the contact's details.

4. Opt to edit existing phone number here

• If the contact already has a registered phone number and you need to update it, click on the 'Edit' button next to the existing number and make the necessary changes.

5. Add a new phone number by clicking 'Add Phone Number.'

• To add a new phone number, click on the 'Add Phone Number' button. This allows you to enter an additional number for the contact.

6. Opt to add more phone numbers, if necessary.

• If it’s necessary to include multiple phone numbers for a single contact, repeat step 5 for each additional number you wish to add.

7. Remove any unnecessary phone numbers.

• If there are any obsolete or incorrect numbers listed, you can remove them by clicking the 'Remove' or 'Delete' option next to the specific phone number.

8. Conclude by saving the changes.

• After making all the necessary updates, ensure to save the changes by clicking the 'Save' button at the bottom of the editing interface. This action confirms and applies all modifications to the contact’s phone information.