Ensure collectors and managers can quickly reach customers by adding up-to-date secondary phone numbers directly to Storable CRM customer records.
Quick Start
1. Open the customer record in Storable CRM.
2. Open the phone menu on the Customer card.
3. Add the secondary phone number and save it to the record.
Any phone numbers you add in Storable CRM are stored only in Storable CRM and do not sync back to your property management software (PMS). Changes made in your PMS will flow into Storable CRM the next day via the integration.
From the Customer card, click the Phone dropdown (A) to view, call, or text all numbers associated with the account.
Click Add New (B) to open the Add New Phone Number window and begin adding a secondary number.
In the Add New Number window (C), enter the new phone number using digits only (no parentheses, dashes, or spaces). You do not need to add a "1" before the area code. This phone number will be stored in Storable CRM only and will appear with the type "Other" on the customer record.
After entering a valid 10-digit number, click Confirm (D) to save the secondary phone number to the customer record in Storable CRM. This change will not update the tenant record in your PMS.