How to Edit a Contact

How to Edit a Contact

To locate a contact, all you have to do is search for them using the quick search in the back end.  Here's how to find a contact:

1) Login to the back end of your websites
2) From the Lead & Contact Center, click in the quick search box
3) Type the contacts name (full, first or last).  Hit enter.
The system will then pull up any contacts with that name.  To edit or add information to that contact, just click on the contacts name.
This will pull up the contact's detail page for viewing and editing
Many items can be edited or added right on the Lead Detail Page, but to edit additional lead information, click on the expand details button.  Make sure to scroll down and click the Save button when finished.

Still need help? Contact Us Contact Us