Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it home phone? Obviously we want to stop texting land lines.”

“Yes you can create a custom field for phone number and label them accordingly. But when sending text message or doing call, the system will connect on the default phone number saved on the contact (not from the custom field).”

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