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Getting Started
- What is Deposyt? Payments and CRM Platform Explained
- Glossary of Deposyt Terms
- Connect NMI to Deposyt CRM
- Connect Dejavoo Terminal to Deposyt CRM
- Connect Authorize.net to Deposyt CRM
- First 24 Hours Checklist
- CRM Account Types
- Create CRM Account
- CRM Setup Mistakes
- Connect Payment Method CRM
- CRM Dashboard Overview
- CRM Roles & Permissions
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Payments / Merchant Account Setup
- High-Risk vs Low-Risk Accounts
- ACH vs Card Payments
- Dual Pricing: How It Works
- Surcharging Rules: What You Need to Know
- PCI Compliance Overview
- Fraud Prevention Basics
- Merchant Account Holds And Reserves
- Merchant Account Underwriting Process
- Merchant Account Approval Time
- Close Merchant Account
- Failed Payments & Dunning
- Payment Funding Schedule
- Merchant Account Overview
- Payment Processing Rates Explained
- KYB KYC Documents
- Supported Business Types: Payment Processing
- View More ( 1 ) Collapse Articles
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CRM Basics (contacts, pipelines, tasks)
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Appointments + Payments (your booking/pay flows)
- Appointment Deposits
- Appointment Statuses CRM
- Appointment Analytics CRM
- Booking Pages CRM
- Calendar Sync CRM
- No Show Handling Appointments
- Partial Payments Appointments
- Pay to Book vs Book to Pay
- Post Booking Automation
- Appointment Rescheduling & Cancellation Rules
- Collect Payment At Booking
- Appointment Types CRM
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Invoices + Deposits + Subscriptions
- Invoice Due Date vs Send Date
- Failed Subscription Payments
- Auto-Pay Invoices
- Cancel Subscription CRM
- Dunning Software
- Subscription Reporting
- Invoice Statuses Explained
- Invoice Software For Small Business
- Split Invoices
- Refunds and Credits in Deposyt
- Subscription Billing Models
- Subscription Billing Software
- Invoice Deposits
- Subscription Upgrades & Downgrades
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Terminals + In-Person Mode
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Automations / Triggers
- Appointment Triggers CRM
- CRM Automation Basics
- CRM Automation Examples
- Conditional Logic CRM
- Automation Delays CRM
- Invoice & Subscription Triggers
- SMS Compliance TCPA
- Payment-Based Triggers in Deposyt
- Sales Triggers CRM Overview
- Smart Follow-Ups CRM
- SMS vs Email CRM
- Test CRM Automations
- Triggers and Actions in Deposyt CRM
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Partners / Affiliate Tracking
- How to Set Up Your Partner Program
- How to Assign Partners to Sales (Invoices & Virtual Terminal)
- Understanding Users, Affiliates, and Partners in Deposyt
- Understanding Partner Signup Pages
- Unique Referral Links
- Revenue Splits Explained
- Dual Pricing & Affiliate Commissions
- Partner Dashboards
- Partner Payouts
- Partner Disputes
- Tracking & Attribution Logic
- Partner Analytics
- Managing Large Partner Networks
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Chargebacks / Disputes
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Calendar
- Accessing the Calendar
- Accessing the Calendar Archive
- Accessing Appointment Types from Calendar
- Accessing Availability from Calendar
- Accessing the Services Menu from Calendar
- Adding Notes to Calendar Appointments
- Assign Users to Calendar Appointments
- Book a Service in Calendar
- Creating a One-Off Appointment
- Create a Task in Calendar
- Creating a Sent Appointment Invite
- Changing the Calendar Views (Day, Week, Month)
- Changing Task Status in Calendar
- Deleting Appointments in Calendar
- Deleting Notes with Reminders in Calendar
- Editing Notes with Reminders in Calendar
- Editing Tasks in Calendar
- Filtering the Calendar
- Move Notes with Reminders to Tomorrow in Calendar
- Navigate Back to Today from Archive
- Rescheduling Appointments in Calendar
- Updating Appointment Status in Calendar
- Viewing All Customers in Calendar Appointments
- Viewing Appointment Details in Calendar
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Dashboard
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Messages
- Accessing Messages
- Add an Email Signature
- Insert a Booking Invite in the Messages Module
- Insert a Shortcode
- Insert an Email Template
- Insert Media by Uploading a File
- Insert Media Using Live Capture
- Inserting a Link
- Manage the Actions Menu
- Message Icons and Their Meanings
- Save a Message as a Template
- Schedule an Email or Message
- Use the AI Features in Email
- Use the Edit Tools in Email
- Use the Text-to-Speech Functionality
- Use the View Tools in Email
- Using Table Functionalities in Email
- Using the Tools’ Functionalities in Email
- View Facebook Messages
- Archiving Messages
- Insert a Message Template
- Mark a Message as Read or Unread
- Use the Format Tools in Email
- Use the Insert Tools in Email
- View Failed Messages
- Checking All Unread Messages
- Identifying and Viewing Untouched Messages
- Viewing Archived Messages
- Viewing Scheduled Messages
- Filtering Messages in the Messages Module
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Call Log
- Accessing the Call Log
- Adding an Unknown Contact
- Bulk Applying Tags
- Bulk Archiving Calls
- Bulk Assigning Contacts to a User
- Bulk Clearing Notifications
- Bulk Moving Customers Between Pipeline Stages
- Bulk Replying to Messages
- Clearing All New Missed Calls
- Exporting the Call Log
- Filtering the Call Log by Date Range
- Filtering the Call Log by Status
- Filtering the Call Log by User
- Filtering the Call Log by Voicemails
- Making a Call
- Setting Up Call Settings
- Sorting the Call Log
- Viewing and Unarchiving Call Logs
- Viewing New Missed Calls
- View More ( 4 ) Collapse Articles
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Sell Live
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Contacts
- Accessing The Contacts
- Adding a New Contact
- Bulk Applying Tags to Contacts
- Bulk Assigning a User to Contacts
- Bulk Creating a Contact List
- Bulk Deleting Contacts
- Bulk Exporting Selected Contacts
- Bulk Moving Contacts Between Pipelines or Stages
- Bulk Removing Tags from Contacts
- Exporting Contacts
- Filtering Contacts
- Managing the Contact Column Tab
- Managing the Contact Density Tab
- Navigating to Lists from the Contacts Section
- Navigating to Pipelines from the Contacts Section
- Navigating to Settings from the Contacts Section
- Saving a Smart View in Contacts
- Searching for a Contact
- Using the Bulk Reply Feature in Contacts
- Using the Three-Dot Menu in the Contacts Section
- View More ( 5 ) Collapse Articles
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Partners
- Accessing the Affiliates Overview
- Accessing the Partners
- Managing Affiliates’ Three-Dot Options (Grid and List View)
- Managing Partners’ and Affiliates’ Announcements
- Managing Partners’ and Affiliates’ Global Commission Settings
- Managing Partners’ Three-Dot Options (Grid and List View)
- Navigating to Affiliates from the Partners Section
- Partner Signup Form Sharing
- Partners’ and Affiliates’ Trigger Setup
- Pinning a Partner for Quick Access (Grid and List View)
- Pinning Affiliates for Quick Access (Grid and List View)
- Setting Up a New Partner
- Viewing Affiliates' Leads
- Viewing Partners’ Affiliates
- Accessing Partner's Overview
- Converting Affiliates to Partners
- Create and Manage Affiliates Folders
- Create and Manage Partner Folders
- Filtering Affiliates
- Filtering the Partners
- Managing Affiliates’ Bulk Actions in List View
- Managing Partners’ Bulk Actions in List View
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Notes
- Accessing Notes
- Accessing Tasks from Notes
- Accessing the Customer Modal from Notes
- Adding a Note to a Folder
- Arranging Notes by day
- Converting a Note to a Task
- Create and Manage Notes Folders
- Creating a New Note
- Editing a Note
- Filtering Notes by Assigned User(s)
- Managing Reminders for Notes
- Marking a Note as Done
- Performing Bulk Actions on Notes
- Pin a Note for Quick Access
- Replying to a Note
- Viewing All Notes
- Viewing All Notes with Reminders
- Viewing All Notes with Replies
- Viewing All Pinned Notes
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Tasks
- Accessing Tasks
- Filtering Tasks by Assigned User(s)
- Viewing All Incomplete Tasks
- Accessing Analytics from Tasks
- Accessing Notes from Tasks
- Accessing the Customer Modal from Tasks
- Assign a user to a Task
- Changing Task Due Date
- Changing Task Priority
- Changing Task Status
- Create a New Task
- Create and Manage Task Folders
- Editing a Task
- Exporting Tasks
- Filtering Tasks
- Managing Task Smart Views
- Moving Tasks to a Folder
- Performing Bulk Actions on Tasks
- Viewing All Completed Tasks
- Viewing All in Progress Tasks
- Viewing All Overdue Tasks
- Viewing All Pending Tasks
- Viewing All Tasks by Folder
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Campaigns
- Accessing Campaigns
- Viewing All Campaigns
- Viewing Draft Campaigns
- Viewing Sent Campaigns
- Editing a Draft Campaign
- Viewing Campaign Replies
- Viewing Campaign Results
- Adding Contacts in a Campaign
- Inserting a Template into a Message Sequence
- Managing Campaigns via the Three-Dot Menu (Card View)
- Managing Campaigns via the Three-Dot Menu (Table View)
- Performing Bulk Actions in Campaigns (Table View)
- Adding an Email to a Message Sequence
- Adding SMS to a Message Sequence
- Changing and Understanding Views (Table and Card) in the Campaigns Section
- Clone a Campaign
- Create and Manage Folders in Campaigns (Table and Card View)
- Creating a Campaign
- Move a Campaign to a folder (Table View)
- Pausing Campaigns (Table and Card View)
- Pin a Campaign (Table and Card View)
- Using AI in Campaign Messaging Sequence
- View Hidden Folders
- Viewing Campaigns by Folder
- View More ( 9 ) Collapse Articles
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Forms
- Accessing the Form Settings
- Accessing the Forms
- Add Trigger to Form (Card View)
- Add Trigger to Form (List View)
- Change Form Status (Card View)
- Change Form Status (List View)
- Clone Form (Card View)
- Clone Form (List View)
- Creating a Card Form
- Creating a Classic Form
- Creating and Managing Form Folders
- Customizing Form within the Form Builder
- Delete Selected Form (Card View)
- Delete Selected Form (List View)
- Edit Selected Form (Card View)
- Edit Selected Form (List View)
- Manage Forms via Three-Dot Menu (Card View)
- Manage Forms via Three-Dot Menu (List View)
- Navigating to the Forms Card View from List View
- Perform Bulk Actions (Card View)
- Perform Bulk Actions (List View)
- Pin a Form to the Top (Card View)
- Pin a Form to the Top (List View)
- View Form Results (Card View)
- View Form Results (List View)
- View Hidden Folders
- View Live Form (Card View)
- View Live Form (List View)
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Funnels
- Adding a Funnel Template
- Changing the Funnel Layout While Editing
- Cloning a Funnel Step
- Deleting a Funnel Step
- Editing a Funnel Step
- Previewing the Funnel While Editing
- Saving a Funnel as a Template
- Saving a Funnel as Draft
- Viewing Funnel Step Leads
- Accessing Domains from Funnels
- Accessing Forms from Funnels
- Accessing Funnels
- Accessing Products from Funnels
- Accessing the Funnel Settings
- Accessing the Funnel’s First Landing Page
- Adding Steps to a Funnel
- Cloning a Funnel
- Copying the Funnel’s First Step Link
- Creating a New Funnel
- Creating and Managing Funnel Folders
- Deleting a Funnel
- Downloading the Funnel QR Code
- Editing a Funnel
- Managing Funnel Status
- Perform Bulk Actions
- View Funnel Sales
- View Funnel Stats
- View Hidden Folders
- View More ( 13 ) Collapse Articles
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Triggers
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All Media
- Accessing All Media
- Accessing Company Library
- Accessing Funnel Media
- Accessing Analytics
- Accessing Media Folders
- Accessing Media Requests
- Accessing Media Upload Links
- Adjust Density in List View
- Changing and Understanding Views (Card and List) in the All Media Section
- Creating and Managing Folders
- Exporting Media from List View
- Filtering Media (Card View)
- Filtering Media (List View)
- Filtering Media by Assigned User(s)
- Manage Media via Three-Dot Menu (Card View)
- Manage Media via Three-Dot Menu (List View)
- Managing Columns in List View
- Managing Smart Views (List View)
- Sending Media Request
- Share Media (Card and List View)
- Sorting Media (Card View)
- Uploading Media by Browsing Files
- Uploading Media by Live Capture
- View More ( 8 ) Collapse Articles
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Quick Actions
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Customer Modal
- Accessing Appointments from the Customer Modal
- Accessing Campaigns from the Customer Modal
- Accessing Communications from the Customer Modal
- Accessing Courses from the Customer Modal
- Accessing Forms Filled from the Customer Modal
- Accessing Media from the Customer Modal
- Accessing Notes & Tasks from the Customer Modal
- Accessing Purchases from the Customer Modal
- Accessing Services from the Customer Modal
- Accessing the Customer Modal
- Assign to a User/Partners/Affiliates
- Manage Tags
- Move a Customer to a Pipeline or Stage
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Appointment Types
- Accessing Appointment Types
- Accessing Availability from Appointment Types
- Accessing the Calendar from Appointment Types
- Accessing the Services Menu from Appointment Types
- Available Quick Actions in Appointment Types (Card View)
- Available Quick Actions in Appointment Types List View
- Create a New Collective Appointment Type
- Create a New Group Appointment Type
- Create a New One-Off Meeting Appointment Type
- Create a New One-on-One Appointment Type
- Create a New Round Robin Appointment Type
- Create and Manage Folders in Appointment Types (Card and List View)
- Display More Hidden Appointment Types (Card View)
- Enabling and Disabling Appointment Type Status (Card and List View)
- Filtering Appointment Types (Card and List View)
- Filtering Appointment Types by All Users (Card and List View)
- Managing Appointment Types via the Three-Dot Menu (Card View)
- Managing Appointment Types via the Three-Dot Menu (List View)
- Perform Bulk Actions in Appointment Type List View
- View More ( 4 ) Collapse Articles
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Services
- Accessing Appointment Types from Services
- Accessing Availability from Services
- Accessing Calendar View from Services
- Accessing the Services
- Accessing the Services Customizer
- Accessing the Services Settings
- Adding a New Category
- Adding a New Service
- Copy Services Page Link
- Deleting a Service
- Deleting a Service Category
- Downloading the Services QR Code
- Editing a Service Category
- Editing a Service in the Services Section
- Editing Business Info via the Customizer
- Editing the Services Appearance via the Customizer
- Expanding and Collapsing Categories and Services
- Moving a Service to a Category
- Performing Bulk Actions in Services
- Previewing All Users’ Widgets
- Previewing My Widget
- Previewing the Services Page
- Rearranging Categories and Services in the Services Section
- Setting Up Service Settings
- Sharing the Services Page Link
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Sales
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Orders
- Accessing Orders
- View All Orders
- View Courses
- View Invoices
- View One-Time Orders
- View Services
- View Subscription Orders
- View Tiered Products
- View Upsells
- View Virtual Terminal
- Accessing Card on File in the Customer Hub
- Accessing Customer Modal
- Accessing Invoices in the Customer Hub
- Accessing Orders in the Customer Hub
- Accessing Subscriptions in the Customer Hub
- Edit Order
- Filter Orders By Date Range
- Filter Orders By Product
- Filtering Orders
- Manage Subscription
- Manage Subscription via Three-Dot Menu
- Managing My Profile in the Customer Hub
- Open Customer Hub
- Send Card Update to Customer
- Sending Customer Hub Link
- Sorting Orders
- View Customer History
- View Failed Orders
- View Gift Cards
- View Order Summary
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Products
- Creating a Tiered Pricing Product
- Downloading the Product and Checkout Page QR Code
- Filtering Products
- Managing Products via the Three-Dot Menu
- Navigating to All Orders
- Navigating to Sales Reports
- Accessing Product Settings
- Accessing Products
- Activating and Deactivating Products
- Copying the Product Page and Checkout Page Links
- Creating a One-Time Purchase Product
- Creating a Subscription Product
- Previewing the Product Page and Checkout Page
- Sorting Products
- Switching from List View to Grid View
- Test Mode
- View More ( 1 ) Collapse Articles
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Invoices
- Accessing Invoice Settings
- Accessing Invoices
- Filter Invoices by Due Date
- Create a Refund
- Perform Bulk Actions
- View Invoice Details
- Accessing Customer Modal from Invoices
- Creating New Invoice
- Filtering Invoices
- Managing Invoice Templates
- Managing Invoices via the Three-Dot Menu
- Sorting Invoices
- View All Invoices
- View Cancelled Invoices
- View Order Summary
- View Outstanding Invoices
- View Overdue Invoices
- View Paid Invoices
- View Refunded Invoices
- View Voided Invoices
- View Archived Invoices
- View Draft Invoices
- View Failed Invoices
- View More ( 8 ) Collapse Articles
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Discounts
- Accessing Discounts
- Adding Conditions on an Existing Discount
- Creating a New Discount
- Deleting an Existing Discount
- Editing an Existing Discount
- Editing the Discount General Information
- Filtering Discounts by Created By
- Filtering Discounts by Created Date
- Filtering Discounts by Status
- Save Discount as Draft
- Sorting Discounts
- Unpublishing an Existing Discount
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Gift Cards
- Accessing Gift Cards
- Accessing Sales Reports
- Activating or Deactivating a Trigger
- Add a Group in Premade Gift Cards
- Add an Item in Premade Gift Cards
- Arranging Premade Gift Cards
- Creating a new Gift Card
- Creating a Trigger in the Gift Cards Section
- Delete a Gift Card Order
- Filter Gift Card Orders
- Managing Premade Gift Cards Using the Three-Dot Menu
- Sharing Premade Gift Card Links
- View Customers
- View Gift Card Analytics
- View Orders
- View Premade Gift Cards
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Pricing
- Accessing the Pricing
- Creating a New Price List
- Editing Price List Details
- Editing Prices Manually
- Filtering Price Lists by Created By
- Filtering Price Lists by Created Date
- Filtering Price Lists by Status
- Importing a Price List
- Managing Price Lists via the Three-Dot Menu
- Remove a Product
- Sorting Price Lists
- Viewing Other Price Lists
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Virtual Terminal
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Business Profile
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My Profile
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Security
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Users/Partners/Affiliates
- Accessing Affiliates
- Accessing Partners
- Accessing Users
- Accessing Users / Partners / Affiliates
- Activating or Deactivating a Partner
- Activating or Deactivating a User
- Activating or Deactivating an Affiliate
- Edit a Partner
- Edit a User
- Edit an Affiliate
- Managing a Partner via the three-dot menu
- Managing a User via the three-dot menu
- Managing a User via the three-dot menu inside a Team
- Managing an Affiliate via the three-dot menu
- Perform Bulk actions for Affiliates
- Perform Bulk actions for Partners
- Perform Bulk actions for Users
- Accessing Teams
- Creating a new Team
- Inviting a new user
- Manage a Team
- Manually create a new user
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Access Levels
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Notifications
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Calendar Settings
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Communications Settings
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Tags
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Templates
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Customer Form Builder
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Lists
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Domains
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Labels
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Integrations
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Zapier Automations
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Developer Section
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Twilio 10 DLC
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Pipelines
- Accessing The Pipelines
- Add a Contact within a Pipeline Stage
- Add an Entire List of Contacts to a Pipeline Stage
- Adding an Appointment Type to a Pipeline Stage
- Adding and Managing Folders
- Create a New Pipeline
- Filtering the Pipeline by Assigned User(s)
- Filtering The Pipelines
- Identify if a Pipeline is Connected to a Partner or an Affiliate
- Save a Smart View within a Pipeline Stage
- Sorting Pipelines
- Available Actions in the Pipeline’s Three-Dot Menu (Grid and List View)
- Accessing Pipeline Settings
- Adding a Form to a Pipeline Stage
- Adding a New Stage to a Pipeline (Card View)
- Adding a New Stage to a Pipeline (Horizontal and List View)
- Adding a Trigger to a Pipeline Stage
- Adjust the Pipeline Stage Card View
- Changing and Understanding Views (Grid and List) in the Pipeline Section
- Changing and Understanding Views (Horizontal, Grid, and List) in the Pipeline Stage Section
- Deleting a Selected Pipeline (Grid and List View)
- Exporting Contacts Within a Pipeline Stage (Horizontal and List View)
- Move a Selected Pipeline to a Folder (Grid and List View)
- Move Contacts to Another Pipeline or Stage (Card View)
- Move Contacts to Another Pipeline or Stage (Horizontal View)
- Move Contacts to Another Pipeline or Stage (List View)
- Opening the Contact Modal in the Stage Section and Available Actions
- Perform Bulk Actions in List View
- Pin a Selected Pipeline for Quick Access (Grid and List View)
- Saving a Pipeline as a Template in Grid or List View
- Viewing All Pipelines by Folder
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Courses
- Accessing Appearance Customizer
- Accessing Courses
- Accessing Global Course Settings
- Accessing Global Course Triggers
- Changing and Understanding Views (Card and List) in the Courses Section
- Creating a Course
- Inviting a Customer to a Course
- Managing Course Curriculum
- Managing Course Settings
- Managing Courses via the Three-Dot Menu (Card View)
- Managing Courses via the Three-Dot Menu (List View)
- Sharing a Course
- Sorting Courses
- Accessing the Edit Form from Courses
- Activate / Deactivate: A step in a Curriculum
- Adding a Form for Free Courses
- Adding a Module to a Curriculum
- Adding a Step/Lesson to a Curriculum
- Adding Module/Step Automations
- Adding New Member Automations
- Editing a Step/Lesson in a Module
- Exporting Course Members
- Filtering Course Members
- Managing a Quiz in a Module
- Managing Course Automations
- Managing Course Members
- Managing Course Pricing
- Performing Bulk Actions in Course Members
- Performing Bulk Actions in Curriculum
- Previewing a Course
- Previewing the Course Landing Page
- Rearranging Module and Steps inside a Curriculum
- Viewing Analytics
- Creating a new Global Course Trigger
- View More ( 19 ) Collapse Articles
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Ecommerce Settings
- Accessing Currencies
- Accessing the E-commerce Settings
- Add an Offline Payment Method
- Managing Card Expiration Settings
- Managing Fulfillment
- Managing Payments
- Managing Price Adjustment Settings
- Managing Regions
- Managing Return Reasons
- Managing Store Details
- Managing Subscription Saver Settings
- Managing Subscription Settings
- Managing Tax Settings
- Set a Payment method as Active
- Managing Templates for Offline Cash Payment Methods
- Managing 2FA Settings
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Integrations (Zapier, APIs, etc.)
Multiple Phone Numbers CRM
Overview: This article provides an overview of how a Multiple Phone Numbers CRM can help your business manage customer contact details more efficiently.
Multiple Phone Numbers CRM allows businesses to store and manage multiple contact numbers under a single customer record. Instead of creating duplicate contacts for different phone numbers, users can keep all communication, customer information, and interaction history connected to one profile. This approach improves contact data management, enhances communication tracking, and helps maintain a clean and organized CRM database.
What Is Multiple Phone Numbers CRM?
Multiple Phone Numbers CRM is a feature that enables businesses to assign more than one phone number to a single contact record.
Many customers use multiple contact numbers, including:
- Personal mobile numbers
- Work phone numbers
- Secondary mobile numbers
- Assistant contact numbers
- Home phone numbers
Without proper phone number management, businesses often create duplicate CRM contact records, which can lead to confusion and fragmented customer data.
With Multiple Phone Numbers CRM, all customer phone numbers remain connected to one contact profile.
Why Multiple Phone Numbers CRM Matters
Customers frequently communicate using different phone numbers depending on the situation.
For example, a customer may:
- Call from a work number
- Send SMS messages from a personal mobile device
- Ask an assistant to communicate on their behalf
Without multiple phone numbers per contact, businesses may experience:
- Duplicate customer records
- Split conversation histories
- Inconsistent customer data
- Reduced team visibility
However, Multiple Phone Numbers CRM solves these challenges by centralizing all communication under one record.
Benefits of Multiple Contact Numbers
Managing multiple contact numbers provides several advantages:
- Better customer communication
- Improved CRM organization
- Reduced duplicate records
- More accurate customer histories
- Enhanced team collaboration
As a result, businesses can deliver a more consistent customer experience.
How Multiple Phone Numbers CRM Works
Deposyt allows users to assign multiple customer phone numbers to a single contact.
Each contact can have:
- One primary phone number
- One or more secondary phone numbers
Because all numbers remain associated with the same CRM contact record, communication stays organized regardless of which number the customer uses.
Customer Communication Tracking
When a customer contacts your business:
- Deposyt detects the incoming phone number.
- The system matches the number to an existing contact.
- The message or call is linked to the customer profile.
- Communication history remains centralized.
This ensures complete contact communication tracking across all customer interactions.
Why Multiple Phone Numbers Per Contact Improve CRM Accuracy
Accurate CRM contact records are essential for customer relationship management.
Without multiple phone number management, businesses often create separate records for:
- Personal numbers
- Work numbers
- Alternative contact numbers
Over time, this creates duplicate profiles and incomplete customer histories.
By storing multiple phone numbers per contact, businesses maintain:
- Cleaner records
- Better reporting
- More accurate customer data
- Improved communication visibility
Therefore, Multiple Phone Numbers CRM contributes directly to database quality.
How to Add Multiple Phone Numbers in Deposyt
Deposyt makes phone number management simple.
Steps to Add Multiple Contact Numbers
- Navigate to CRM → Contacts.
- Open the desired contact.
- Click Edit.
- Add additional phone numbers.
- Assign labels if desired.
- Select the primary number.
- Save changes.
Once saved, all numbers become part of the same customer profile.
Recommended Number Labels
To improve contact organization, businesses should label customer phone numbers clearly.
Examples include:
- Mobile
- Work
- Home
- Assistant
- Secondary
Proper labeling helps team members understand which number they are using.
Understanding Primary and Secondary Phone Numbers
Multiple Phone Numbers CRM allows businesses to distinguish between primary and secondary contact numbers.
Primary Phone Number
The primary number serves as the default communication channel.
It is typically used for:
- Outbound messages
- Appointment reminders
- Payment notifications
- Customer follow-ups
Because it serves as the main contact method, choosing the correct primary number is important.
Secondary Phone Numbers
Secondary phone numbers provide additional communication options.
These numbers may be used when:
- Customers switch devices
- Customers contact your business from alternate numbers
- Additional contacts need to be documented
Although secondary numbers are not the default communication channel, they remain fully connected to the customer record.
How Messaging Works with Multiple Contact Numbers
One of the biggest advantages of Multiple Phone Numbers CRM is unified communication tracking.
Unified Conversation History
When customers communicate using different numbers:
- Messages remain connected to the same profile.
- Team members see a complete communication history.
- Customer timelines stay organized.
As a result, businesses avoid fragmented conversations and missing information.
Improved Customer Context
Because all communication is centralized, team members can:
- Review previous interactions
- Understand customer preferences
- Respond more effectively
This creates a better customer experience and improves relationship management.
Deposyt’s Advantage for Phone Number Management
Deposyt is designed to prevent many common CRM data management issues.
Benefits of Deposyt’s Multiple Phone Numbers CRM
Deposyt helps businesses:
- Avoid duplicate contacts
- Maintain accurate customer records
- Keep conversations unified
- Improve communication tracking
- Support scalable customer management
Because customer data remains centralized, businesses can manage growth more effectively.
High-Impact Strategies for Managing Multiple Contact Numbers
A structured approach to phone number management improves CRM accuracy and communication quality.
Add Secondary Numbers Immediately
Whenever a customer provides an additional phone number:
- Add it to the existing contact record.
- Avoid creating duplicate contacts.
- Verify the number is assigned correctly.
This prevents future confusion and improves customer tracking.
Label Every Phone Number Clearly
Clear labeling improves team efficiency.
For example:
- Mobile
- Work
- Assistant
- Secondary
Proper labels provide important communication context.
Maintain One Primary Contact Number
Every customer profile should have one designated primary number.
This ensures:
- Consistent outbound communication
- Accurate notification delivery
- Better customer engagement
As a result, communication workflows remain predictable.
Monitor Communication Sources
Review which phone numbers customers use most frequently.
This information helps businesses:
- Improve response strategies
- Update preferred contact methods
- Personalize customer interactions
Therefore, communication tracking becomes more effective.
Create a Single Source of Truth for Customer Data
One of the most important CRM goals is maintaining a single source of truth.
Instead of creating:
- Multiple customer records
- Separate conversation histories
- Duplicate profiles
Use one contact record with multiple phone numbers.
This keeps your CRM:
- Organized
- Accurate
- Scalable
- Easy to manage
Consequently, customer information remains reliable across the organization.
Advanced Multiple Phone Numbers CRM Strategies
Businesses can combine phone number management with automation and segmentation.
Example Workflow
- Customer sends a message from a new number.
- Deposyt matches the number to the existing contact.
- CRM contact records update automatically.
- Follow-up workflows are triggered.
- Customer communication history remains intact.
This creates a more intelligent and connected CRM environment.
Use Multiple Contact Numbers with Automation
Businesses can automate actions based on communication activity, such as:
- Follow-up reminders
- Lead nurturing campaigns
- Customer support workflows
- Appointment notifications
Because customer phone numbers are connected properly, automation becomes more accurate.
Common Mistakes to Avoid
When managing customer phone numbers, avoid these common errors:
- Creating duplicate contact records
- Failing to add secondary numbers
- Not labeling phone numbers clearly
- Forgetting to assign a primary number
- Ignoring alternate customer contact methods
Instead, establish clear procedures for phone number management.
Best Practices for Multiple Phone Numbers CRM
To maximize effectiveness:
- Add all customer phone numbers to one contact
- Label numbers consistently
- Maintain a designated primary number
- Review contact data regularly
- Monitor communication history
- Train team members on proper record management
Following these best practices improves CRM organization and communication quality.
How Multiple Phone Numbers CRM Improves Your Business
Multiple Phone Numbers CRM helps businesses:
- Improve customer communication
- Maintain accurate CRM contact records
- Reduce duplicate contacts
- Increase team efficiency
- Enhance customer experiences
- Strengthen contact data management
Because customer information remains centralized, businesses can operate more effectively as they grow.
Summary of Multiple Phone Numbers CRM
Multiple Phone Numbers CRM allows businesses to store multiple contact numbers under a single customer record, ensuring that communication history, customer data, and interaction tracking remain unified. By eliminating duplicate contacts and improving phone number management, businesses can create cleaner CRM databases and deliver better customer experiences.
With Deposyt, multiple phone numbers per contact become part of a connected CRM system that supports communication tracking, automation, customer management, and long-term business growth.
Next Steps
To continue optimizing your contact management system, explore:
- Unknown Contacts Logic
- Custom Fields and Metadata
- Pipelines Explained
- Tasks and Reminders
These features will help you build a fully connected and scalable CRM system inside Deposyt.
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