Introduction #
It’s very simple to edit a contact or account. All you have to do is access either the contact or account and make the necessary changes.
You can also change some basic information regarding an account using one of its associated contacts.
How to edit a contact? #
- Click on the Contacts module
- Find the contact you want to change and click on the name
- Click on the Edit button
- Make the required changes
- Click on Save
How to edit an account? #
- Click on the Accounts module
- Find the account you want to change and click on the company name
- Click on the Edit button
- Make the required changes
- Click on Save