fbpx

Installation Company ERP / CRM

Knowledgebase

How to Edit a Contact

 

  1. Head to the Main Menu.
  2. Click ‘Contact’, then ‘Active Contacts’
  3. Click the edit (pencil icon) button beside the Contact you would like to amend.
  4. Amend fields as necessary.
  5. Press ‘Save’.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.