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Edit a Contact’s Details

Surender Nadarajan avatar
Written by Surender Nadarajan
Updated this week

Contact data changes constantly. Keeping contact details updated improves:

  • Personalization (better replies)

  • Deliverability (correct email)

  • Calling success (correct phone)

  • Reporting and attribution

Edits apply across Salesgear — meaning if the contact is in a sequence, the updated fields are used going forward.

Step-by-step: Edit a contact

  1. Go to Contacts

  2. Click Options (⋮) for the contact

  3. Choose Edit

  4. Update fields (tags, phone, title, social links, custom fields, etc.)

  5. Click Update Contact

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