LESSON 7 / 60
3 minSave a contact method
A phone number is a field value, not a note hidden in a private document.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Save a contact method
A phone number is a field value, not a note hidden in a private document. Saving it on the lead makes it available to the team.
The task supplies fictional numbers. Enter the number exactly so the saved record is useful and consistent.
Builds on Edit one field safely
A WORKED EXAMPLE
A simple example
A phone field can store +1 416 555 0100 alongside an email address.
A common mistakeUse the Phone field rather than replacing Email with a phone number.
Words you’ll use in this lesson
- Field
- One detail on a record, such as Email, Status, or Amount.
- Lead
- A person or organization being evaluated as a possible customer.