Phone Numbers related section

The Phone Numbers related section displays the phone numbers linked to the selected entity.

You can access this section from the details page of these entities:

  • Account
  • Contact
  • Lead
Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Insert: Use this option to add a new phone number.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view and modify the phone numbers linked to the selected entity. See Viewing the full list of Phone Numbers.

For each record, you can:

  • View if the phone number is primary or the main phone number for a selected entity.
  • Click Edit to view or modify the phone number details.
  • Click Delete to delete the phone number.