Storable CRM and Collections Knowledge Base

Deleting a Secondary Number from a Lead's Record

Storable CRM

Keep Lead records accurate and current by removing outdated secondary phone numbers while preserving the required primary number.

Quick Start:

  1. Open the Lead record and expand the phone options.

  2. Remove the secondary phone number you no longer need.

  3. Save the record to apply the change.

Note: Only secondary phone numbers can be deleted. The primary phone number on a Lead record cannot be deleted.

Delete a Secondary Phone Number

  1. From the Lead record, click Phone dropdown (A) to view the phone numbers saved for the lead.

  2. Click the Delete icon (B) next to the secondary phone number you want to remove.

  3. Click Save (C) to apply the change to the lead. Once this step is complete, the lead's only phone number is their primary one.

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