How to Add Callers to an Existing Record Using RingDNA Dialer


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 Dialer.

Step 1:While on active or previous call, click into Add to Existing




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Step 2: Enter Lead, Contact, or Account name in the search field and hit enter or click the magnifying glass icon.

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Step 3: Locate your desired record from the list that populates below the search form.

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Step 4: Choose a type that you would like to save this number as. Click the Select Button next the desired type and RingDNA Dialer will then instantly associate the number to this record.

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