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.

What is the difference between a lead and a contact?

Prerequisites

Permissions: Any role having Sales Access with update permission to Contact.
Product Plans: All
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.