Edit the contact profile

  1. Go to Contact Management.
  2. In the Stats section, select the record count number next to the Companies under the Active column.
  3. Optionally, use the Search field and the Filters as needed to filter the active companies list.
  4. Select the appropriate company record to view the profile.
  5. In the Contacts section, select the appropriate contact record.
  6. In the Contact Details section, select Edit.
  7. Update the fields as needed and select Save & Close.