Editing Contact Information

To edit an contact's name and other basic information:

  1. Go to the contact's details page.
  2. Click the edit pencil icon next to General Information.
  3. Update information as needed.
    • Name is the only required field. Everything else is optional.
    • You can only select existing contacts for the Reports To field. If the contact's manager has not been added yet, you can update this contact again once they have been added. For more information about contact hierarchies, please see the full article.
  4. Click Save at the bottom when you are done making changes.

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