Manage Phone Validation
Manage Phone Validation
Enter lead phone numbers in a format that PloverCRM can validate and use for calling, SMS, WhatsApp, and other phone actions.
Enter a valid phone number #
When you add or edit a lead:
- Open the lead form.
- Enter the phone number in the Phone field.
- Use phone digits and common phone punctuation.
- Review any validation message.
- Save the lead after the field is valid.
Image placeholder: Replace this image path with the final phone-validation screenshot when it is available.
Accepted input #
Use phone digits and common phone punctuation. Avoid entering letters or unsupported symbols in the Phone field.
PloverCRM can normalize a number for communication actions, but you should still review the value before saving it.
Fix a phone validation error #
If PloverCRM shows Use only phone digits and common phone punctuation:
- Tap the Phone field.
- Remove letters or unsupported symbols.
- Re-enter the number using digits and common punctuation.
- Save the lead again.
If a phone number is required by the form, PloverCRM can also show a required-field message.
Check communication actions #
After saving a valid phone number, open the lead details screen and review the available actions. Call, SMS, WhatsApp, or Telegram can still be unavailable when the related action is disabled in Settings, the required app is not installed, or the lead does not have usable contact information.
Troubleshooting #
The phone number is rejected
Remove letters and unusual symbols, then enter the number again with digits and common phone punctuation.
The phone action is unavailable
Confirm that the phone field contains a valid value and that the action is enabled under Manage Lead Actions.
The saved number looks different
PloverCRM can normalize phone values for use by communication actions. Review the lead details and correct the number if it does not represent the intended contact.
