Edit a contact ´s information in CRM

 

If your customer ask you to change their mobile number or email adress, or any other contact for that sake, you can easily do this in the platform

 

How to edit a contact information 

 

Step 1. Go to Contacts on top menu and search your customer name, mobile or email in the search field. Remember to choose the right field type to search by choosing it from the drop down menu.

 

 

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Step 2. Open the customer card by clicking on the edit icon

 

 

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Step 3. Edit the customer information.

Click "Save and next". If you are done editing click "Close".

 

There are five different tabs to edit.

1. Basic information: Name, mobile and email and optin status. Off course we do not recommend to manually edit optin status. According to legislation customer should administrate their own consents

2. Select image: Do you have images on you customer, this is where to add it

3. Contact detail: Company, adresses etc

4. Ext info: All information on custumer added in extinfo fields

5. Groups: Overview of the groups the specific customer is a member of. Here you also change or add customer to different group

 

 

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