Editing Contact details

Learn the steps to edit the details of the contact added.

The details of the contact added like the name, contact details and so on can be edited if you have the correct permission.


To edit the client details

Step 1: Go to clients in the side navigation bar

Step 2: Select Clients or prospects


Step 3: From the list select the contact whose details are to be edited and click on the three dots at the right end.


Step 4: Select edit from the drop-down.


Step 5: You can also edit contacts by going directly to their profile and selecting the edit icon 

Step 6: The edit page will appear and you can make necessary changes and select save 


Did this answer your question?
😞
😐
😁