How to update Contact Details?

How to update Contact Details?

When a contact is created by a user, there are chances that all the information pertaining to the contact is not captured. Along the sales cycle, the salesperson gets more information about the contact. Users can update the contact details using the Edit Contacts feature. The article covers the steps to be followed for editing/updating details of a Contact based on the latest received information.

Prerequisites

  1. Permissions:  Any role having Sales Access with update permission to Contact.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1 
Click on the List button under the 'Contacts' tab on the homepage. This will lead to the  'All contacts' page. Find the Contact to be edited from the list,  either manually scrolling down or by using the filters. Click on the Contact name to navigate to the Contact details page.



Step 2
Click on the 'Edit button on the top right corner of the Contact Details pane to open the 'Edit Contact Form'.



Step 3
Fill in the new details of the Contact/ update existing details in the 'Edit Contact' form. The Contact info is categorized into 5 sections (General Information, Social, Professional, Communication, Requirement). 



Step 3(a)
Enable the toggle to show required & important fields of the contact form



Step 4
After filling in the Contact details in step 3, click on the Save button. Then, a success message will be presented; after which the user will be directed to the page, where the updated details of the Contact will be displayed.




    • Related Articles

    • How to add tasks specific to a contact, on contact details page?

      The sales team's interaction with contact will involve many activities like follow-up calls, reminder emails, product demo, etc. Users can record such activities and set reminders for the same using the Tasks feature in Kylas CRM. This article covers ...

    • How to reassign a Contact to a other user?

      By default, the ownership of a contact resides with the user who creates the contact. If the ownership of the contact has to be transferred to another user in the team, the Reassign option can be used. The article covers the steps to be followed for ...

    • How to add notes specific to a contact?

      Notes help salespeople to record important information regarding a Contact. This article covers the steps to be followed for using the Notes feature to record important information pertaining to a Contact, in the Contact details page. Prerequisites ...

    • How to share Contacts with other users/teams?

      In Kylas CRM, there is a provision for users/teams to collaborate on a contact. The owner of contact can share the same with a user or a team. The article covers the steps to be followed for sharing a Contact with specific users or teams. What is the ...

    • How to create Contacts in Kylas CRM?

      This article covers the steps for creating a Contact, the dependencies and prerequisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Contact. What is a contact? What is the ...