Editing A Contact

Editing a contact is pretty simple - just head over to the contact record of the person that you would like to edit, and look just below the header - you'll see three tabs.

The one you're looking for is "Edit Contact" (pictured below).

This will bring up a form where you can change all of the details of that contact.

What Can I Edit?

You can edit the following information on this screen:

  • Name

  • Email Address

  • Phone Number

  • Address

  • Birthday

  • Gender

  • Current Campaign

  • Current Funnel

  • Assigned Staff Member

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