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How can I edit Contact details?
How can I edit Contact details?

Learn how to edit contact (lead) details, accessing from Global Data

Updated over a week ago

Contact Card is the place where you can edit all lead information, and it's accessible from two pages.

Primary access is from Global Data → Any of the sections, by clicking on the card in the Contact column.


but alternatively, you can access it from AI Scheduler → both Upcoming and Past tabs as well.

Simply locate the contact, expand the call details and click on the email to access the contact card.

Once Contact Card is opened:

  1. Click on the three dots and select "Edit" button

  2. New window will appear from where you:

    1. can edit primary information, such as Name, Email, Phone or

    2. select secondary information, such as secondary email or phone

Learn more about Contact Cards here.

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