Sales Reps – Editing Your Contacts

You may need to edit an existing contact at some point. To do this, click in to People:

 

Here, you’ll see the listing of your contacts and can select the specific one you would like to edit. Either click on their name, or on the Edit icon on the far right:

You can change the following:

* Name

* Organization

* Phone

* Add an individual to a group.

Once you’ve updated these details, select the ‘Save’ icon and you’re all set.

You can also easily delete an entry from your Contacts List altogether by clicking on the Delete icon on the far right: