Edit a contact

Update a contact when their details change, such as a new role, phone number, account, or owner.

Steps

1. Open Contacts and select the contact you want to change.
2. Select Edit.
3. Update any details — account, name, email, phone, mobile, title, department, address, status, owner, or description.
4. Select Save to apply your changes.

You return to the contact’s detail page with your updates in place.

Tip: A contact must always be linked to an Account, and First Name and Last Name are required, so these cannot be left blank when saving.

See also: Contacts overview and Give a contact portal access.