How do I edit an existing contact's details?

In the left menu bar, click on the heading 'Docs.' Then, select 'Contacts.'

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To edit an existing contact's details, click on the contact's name from the contacts list. This will send you to the contact's information page.

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To edit the information, click the 'Edit' button at the top right corner.'

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A pop-up will appear with information boxes that you can edit.

  • Title

  • First name*

  • Last name*

  • Role

  • Client

  • Industry

  • Department

  • Notes

  • Phone number

  • Mobile

  • Email

  • LinkedIn

  • Address

    • Street address
    • Apartment, suite, unit, building, floor, etc. 
    • Postal code
    • City
    • Region
    • Country
    • Files

Once you have edited all the applicable information, click 'Update contact' at the bottom right corner of the pop-up to update the contact's information.

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