How Do I Rename a Contact?

To rename a contact, you must be in the Address Book or on the Opportunity Details page of the contact in question. To locate the address book, head to the 'three lines' in the top right of your page, then click 'Contacts'. This will bring you to the 'Address Book'.

Contacts.png

 

From the Address Book, use the filters in the top-left of your page or the search bar to locate a specific contact. Select the contact you wish to edit.

Then on the right side of the screen, click anywhere in the Contact Details section to bring up the screen for editing.

A screen will appear to enter information for the contact you are editing.

 

From the Opportunity Details page, click the pencil icon next to the contact you wish to edit under the 'Contact Info' section.

Edit Contacts.png

Remember to save when you're done!

Was this article helpful?
0 out of 0 found this helpful