Add a Phone Number, Email Address, or Street Address to Accounts and Contacts

Here's how to add a phone number, an email address, or a street address to a contact or an account.

1. Open the record.
2. Enter Add in the Action Bar and select what you want to add: Add Phone Number, Add Email Address, or Add Address.
3. Enter the new information and indicate if you want it to be primary.
4. If you're adding a phone number or email address, you can specify the contact preference by selecting one of the options:
   • None: preference is unknown.
   • Do Not Email or Do Not Call: the contact or organization doesn't want to be contacted using this phone number or email address.
   • OK to Email or OK to Call: the contact or organization gives consent to being contacted.
5. Click Save.

Results:

Depending on what you entered, the application displays a list of all phone numbers, email addresses, or street addresses. You can edit them. After you add a phone number or email address, the application automatically checks if your entry is valid. If the phone number won't dial or the email isn't valid, you get notified right under the entry.