Associate call with a contact w same number

Andrew CollingsAndrew Collings Posts: 3Member ✭✭
Often a relationship with a customer begins with them calling me. At that point they are an unknown number. Once I create the contact in my CRM, I enter their number and other info. But while Dialpad has the contact in it's database, it isn't smart enough to retroactively associate the 1st call with that contact. Is there a way for me to manually assign a call to a new contact?

Comments

  • DialpadHQDialpadHQ Posts: 467Administrator, Vanilla Admins admin
    Hi @Andrew Collings

    Which CRM are you currently using? Something other than Salesforce? Are you only saving these contacts in your CRM and not in Dialpad or a productivity suite like G Suite or Office 365?
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