Mobile AppManaging Contacts
How to Edit and Manage Contact Details on Mobile
Update contact information on the go through your phone
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- Delete Contact: If a lead is no longer active, find the Delete Contact button at the very bottom of the edit screen.