How to Edit a Contact

If you make a mistake or need to change information about a contact, you can do that from the team area.

HubSpot Video

1. Navigate to the Team section of the transaction.

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2. Identify the contact that needs to be updated, and select "Edit Contact" from the menu on the card. 

You can only update contacts that you created. 

 

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3.  Make any changes to the contact's information and select "Ok". 

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Questions about editing contacts?

Reach out to us at Support@transactly.com or chat us in the bottom right