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Edit a contact

Change a contact's name, email, phone, address, source, lead type, lead stage or budget.

Open the contact’s record, click the more button (the three dots) beside Log interaction, and choose Edit contact.

Change what you need

You can change their Photo, First name, Last name, Email, Phone, Address, City, State, Zip, Source, Lead type and Lead stage.

Set a budget

Enter Budget from and Budget to as plain numbers, without commas or a dollar sign, such as 200000 and 500000. You can fill in just one. The budget shows on the record, in the preview and on Contacts.

Save

Click Save changes. A new lead stage is recorded on their timeline.

Good to know

  • First name and Last name are both required here, even though Quick add only needs a first name.
  • The Phone field takes US and Canadian numbers and formats them as you type.
  • Tags aren’t in this dialog. Add and remove them in the Tags row on the record. See Tag your contacts.