Changing your contact's information

To revise a contact's information:

1. Choose Contacts/Prospects from the Contacts pull-down menu.

2. Locate the contact you want to modify. (Tip: You can use the Search function at the top of the page to find a contact either by name or by prospect code.)

3. Click the contact's name to open the Modify Contact Information form.

4. Change the information as needed, then click Submit.

See also

Deleting a contact

Creating a contact

Setting up a prospect