Contacts are the customers you interact with. Contacts can be associated with Companies as well as other Custom Objects.
Contacts can be edited in three ways:
Manually Edit a Contact
- Select Data from the top menu bar.
- Click Contacts.
- Search for the contact.
- Click on the Contact Name.
- Edit the necessary information in the Information Block.
- Click Save.
Quick Edit a Contact
- Select Data from the top menu bar.
- Click Contacts.
- Update the necessary information on the All Contacts page.
- Click the ✓ to save each data point.
Change a Field for Multiple Contacts at Once
- Select Data from the top menu bar
- Click Contacts
- Select the V icon next to All Contacts and choose the Contact Group you would like to Edit.
- Select the V icon next to Perform Action
- Select Change Field Value