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Edit a contact
Updated over 3 months ago

To edit a contact, click the contact’s name or phone number to open the Contact Details pop up, then click the pencil icon. On the Edit Contacts view, update the contact’s information, then click Submit to save your changes.

Add a tag to a contact

You can organize your contacts using tags to help you quickly find a contact based on a specific label.

To add a tag to a contact, click the contact’s name or phone number, then click the pencil icon on the Contact Details menu. In the Add or Create Tags field, enter one or two words associated with the contact. For example, “Denver” or “sales lead”.

Tip: You can also edit tags by uploading a CSV file that contains your contact’s existing information with updated tags.

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