Edit an Existing Contact

Changing contact details

Updated over a week ago

To edit the details of an existing contact, please follow these instructions:

1. Click "Contacts" at the top of your screen:


2. Click the "..." to the far right of the contact's name and select "View/Edit":

3. This opens up the "Edit Contact" side window, where you can update their information. One of the most important things you can update is their "Rating": 

4. After making your changes, click the "Save" button at the bottom of the window:

Not sure what a LEAD score is or how your ratings affect them? Read on.

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