Edit Contact

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Change name, phones, emails, company, and note. Does not change type (use Change to Lead for Customer → Lead). Address on this form is not the Properties editor.

Where: Contact ⋮ → Edit contact, or Contact → Edit, or list ⋮ / card Edit
 Dialog: Edit Contact · Contact Information

Steps:

  1. First Name (), Last Name (), Primary Phone (), Secondary Phone, Primary Email (), Secondary Email, Company Name, Note.

  2. Save Changes. Cancel closes without saving.

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