Edit Contacts

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:

  1. Manually Edit a Contact
  2. Quick Edit a Contact
  3. Change a Field for Multiple Contacts at Once

Manually Edit a Contact

  1. Select Data from the top menu bar.
  2. Click Contacts.
  3. Search for the contact.
  4. Click on the Contact Name. 

Edit_a_Contact.png

  1. Edit the necessary information in the Information Block.
  2. Click Save.

Edit_a_Contact_2.png

Quick Edit a Contact

  1. Select Data from the top menu bar.
  2. Click Contacts.
  3. Update the necessary information on the All Contacts page.
  4. Click the to save each data point. 

Quick_Edit_a_Contact.png

Change a Field for Multiple Contacts at Once

  1. Select Data from the top menu bar
  2. Click Contacts
  3. Select the icon next to All Contacts and choose the Contact Group you would like to Edit. 
  4. Select the icon next to Perform Action
  5. Select Change Field Value

Change_A_Field_for_Contacts.png

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