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:
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Navigate to SalesAi: Start by accessing the SalesAi platform and selecting the Contacts section from the left-hand menu.
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Locate the Contact: Find the contact you wish to edit from the contacts list.
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Open Edit Menu: Click on the three dots next to the contact's name.
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Select "Edit Contact": Choose the "Edit Contact" option from the drop-down menu.
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Edit Information: Make the necessary changes to the contact’s information, such as name, email, phone, job title, location, assignee, or lead type.
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Save Changes: After making the necessary edits, click Save to apply the changes.