Mobile AppManaging Contacts
How to Edit and Manage Contact Details on Mobile
Update contact information on the go through your phone
How to Edit and Manage Contact Details on Mobile
Keep your database accurate as your clients' lives change.
Enter Editor: Open a contact and tap the Edit icon in the top right corner.
Modify Info: Update names, multiple phone numbers, birthdays, and group assignments.
Section Management: You can also edit specific sections like Notes or Lead Info directly from the profile dashboard without opening the full editor.
Delete Contact: If a lead is no longer active, find the Delete Contact button at the very bottom of the edit screen.