Create a Communication Method
Go to Admin Settings
Click on Communication Methods
Click on the + icon
Input the New Method Name and select the Type.
Note; there are four types of communication methods: Call, Mail, Meetings and SMS.
Click on Save
Edit a Communication Method
Go to Admin Settings
Click on Communication Methods
Click on the pencil icon
Update the Method Name
Click on Save
Delete a Communication Method
Go to Admin Settings
Click on Communication Methods
Click on the trash icon, next to the method to delete
Note; A communication method will not be able to be deleted if it is connected to a record. The interaction records will first need to be updated, and when the trash icon appears, the method can be deleted.