Add Phone Number To Leads

If would be great if we could add a phone number section to leads. I am currently trying sync our clients and leads to our Dialpad (VOIP) service through Zapier so that whenever a client calls we can identify them quickly based on the number linked to there profile or lead profile.

Right now we can add the phone number to notes, but I do believe it would be better if there was an actual field specifically for Mobile Number.

Feature Request

Add Phone Number Field To Leads Profile

How Would You Use This in Upmind?

This would be primarily for marketing and whenever someone calls us we can add them in as a lead. With all relevant details rather than just email or writing it in notes.

What problem does this solve for you?

This would allow us to pull the lead Name and Number with Zapier into our Dialpad (VOIP) system. So that we can identify leads, or customers calling.

Impact of not having this feature

We can't import contacts into these systems, every lead is a contact. Whenever someone does call in, we would like to be able to add them.

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Upvoters

Status

Later (Planned)

Board

CRM

Date

8 months ago

Author

Riley Young

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