Edit a Contact

Back

Edit a Contact

You can modify a contact's information at any time.

How to Edit a Contact

  1. Go to the Contacts page
  2. Click on the contact you want to edit
  3. Click on the "Edit" button
  4. Modify the desired fields
  5. Click on "Save"

Editable Fields

  • First and last name
  • Company
  • Email
  • Phone
  • Position
  • Website
  • Location
  • Meeting context
  • Tags

Tags

Tags allow you to organize your contacts. You can add multiple tags separated by commas. Tags are useful for creating custom groups (e.g., "client", "prospect", "partner").

Synchronization

If you've connected CRM integrations (HubSpot, Google, Odoo, etc.), modifications will be automatically synchronized according to your synchronization settings.

Need help?

If you have questions or need assistance, don't hesitate to contact us.

Contact support