Editing a Contact Profile

You can update any contact at any time.

1. Open the contact

Go to Contacts, then click the name of the person you want to edit.

2. Click “Edit”

This opens the full contact form.

3. Update the fields

You can change:

  • Name
  • Email
  • Phone
  • Company
  • Tags
  • Notes

4. Save your changes

Click Update to save.

Tip: You can also add notes and follow‑ups directly from the contact profile without entering edit mode.