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How to edit contact details from a Scheduled calls page?
How to edit contact details from a Scheduled calls page?

Short step-by-step guide on how to quickly update contact information from Scheduled calls page

Updated over a month ago
  1. Locate lead for which you would like to edit contact information

    1. Apply filters by clicking on "Filters Applied" button, if needed

  2. Click on the Call to expand and see more details

  3. Click on the "Pencil" icon next to contact email and new window with contact information will show

  4. Edit data and hit "Save" once you're done

Alternatively, if you're already in Global Data → Any of the sections, you can access leads contact card and make edits, by opening a contact card, clicking on the three dots and selecting Edit option (learn more here).

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