Contacts: Edit a Contact's Information

This guide provides a straightforward process for editing contact information in SalesAi. Scroll through the steps below to get started:

 

Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:

  • Navigate to SalesAi: Start by accessing the SalesAi platform and selecting the Contacts section from the left-hand menu.

  • Locate the Contact: Find the contact you wish to edit from the contacts list.

  • Open Edit Menu: Click on the three dots next to the contact's name.

  • Select "Edit Contact": Choose the "Edit Contact" option from the drop-down menu.

  • Edit Information: Make the necessary changes to the contact’s information, such as name, email, phone, job title, location, assignee, or lead type.

  • Save Changes: After making the necessary edits, click Save to apply the changes.