If information for a contact has changed or needs to be edited, follow the instructions below to update the contact profile details.
- From the main menu, click Contacts
- Click the highlighted name of the contact you would like to edit from the contact list
- Once in the contact profile, click on the Edit icon found in the Contact Profile Tab next to the bolded name of the Tab
- Update the fields that you would like to edit.
- Click on the Save button to save your changes.
Tips and Tricks
If you are adding an address to a contact that you also want to include in your Property Pipeline you can simply click on the Add as Property Checkbox. This will add a new property into your Pipeline while at the same time saving the address info under the contact record.
When adding a property through the contact record you can also state how this contact is associated to the property by selecting a role from the dropdown.
If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at firstname.lastname@example.org