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How do I edit a contact?

Edit your contact's details at any time, including name, email, phone, contact list, and personal notes.

Updated over a month ago

Need to make a change to a contact? You can quickly update any of your saved contacts, including their info, assigned contact lists, and notes.

When you are logged in to Associate, and on the Admin Portal, click Contacts on the left-hand side:

You'll see your existing contacts. If you don't have any contacts yet, learn how to create one here.

Find your contact and click their name.

On the far right, you'll see an Edit button.

You can update your contact's name, email, phone, contact lists, as well as add/update any notes. Remember that your contacts are only visible to your account.

Click Save at the bottom of the page to update your contact.

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