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How to edit contact information

Quickly edit information about the contact such as name, address, email or phone number

Jana avatar
Written by Jana
Updated over 3 weeks ago

From Contacts Tab

  1. Login to CRM

  2. From the menu, choose Contacts

  3. Locate the Contact you need to edit information on

  4. Click the Actions button on the right-hand side

  5. Choose Edit Contact

  6. A pop-up will appear

  7. Update the information

  8. To save, click the Edit Contact button

  9. The information will now be updated

From Projects Tab

  1. Login to CRM

  2. Choose Projects from the menu

  3. Locate the Project you need to edit the contact's information for either by scrolling through your project list or using the search function

  4. On the right-hand side under Contact Information click the pencil icon to edit

  5. A pop-up will appear

  6. Edit the information you need to update

  7. To save, click the Edit Contact button

  8. The information will now be updated

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