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How to Add Callers to an Existing Record Using RingDNA

How to Add Callers to an Existing Record Using RingDNA

If you get a call from an unknown record, but then realize that the number is associated with an existing account, you have the ability to add a caller to an existing record directly from your RingDNA Communications Hub.

StepDescription
Step 1: While on active or previous call, click into Add to Existingmceclip1.png
Step 2: Enter Lead, Contact, or Account name in the search field and hit enter or click the magnifying glass icon.mceclip3.png
Step 3: Locate your desired record from the list that populates below the search form.mceclip5.png
Step 4: Choose a type that you would like to save this number as. Click the Select Button next the desired type and RingDNA Communications Hub will then instantly associate the number to this record.mceclip4.png
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