1. Click on Contacts in the left navigation bar
2. Select the contact you would like to edit and click on their name
You are now on the Overview page:
You can learn more about the profile page of your contacts and their activity on your site by clicking here.
You can easily add tags, or add a quick note about this contact.
Below is the Profile tab.
In the Main Contact section, you can:
- Change the life cycle of your contact (lead, client, or past client)
- Change their basic information (name, email, phone #'s
- And, even add their birthday
Don't forget to always click on the Save Changes button in each section to save your edits.
You can also add information about their Partner, their Address, and their Work.