How do I edit the details of a contact, company, deal or case?

There are times that you need to edit your data, a name change, received more information about a contact, update an email address, etc. 

There are 3 ways that you can edit your data. 

For small amounts of data, you can inline edit. Just click on the pencil icon next to the field you need and change the data. You may need to click Save depending on the type of field. 

For large amounts of data, you can go into the Edit form for the contact, company, deal, or case. Update all of the needed data, and then click Update.

Some of the fields can be bulk update. For instance, if you need to change all of the statuses for the contacts that are currently warm to hot, filter your contacts, check to box to the left of the first column in the list, and use the bulk update menu to update your fields. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us