Editing a contact record

Keep a contact's details accurate by editing the record whenever something changes.

Steps

1. Open the contact's detail page.
2. Click Edit in the header. The contact form opens as a side panel titled Edit Contact.
3. Update any fields you need.
4. Save your changes.

What you can edit

The edit form has the same fields as when you create a contact, including:

• First Name, Last Name, Email, Phone
• Company Name, Company Website, Job Title
• Country, Department, Industry, Nature of Inquiry
• Number of Employees
• Source and Requirements
• Any custom fields your company has configured

Good to know

• Editing a contact is logged in the contact's Activities timeline.
• For quick changes to Type, Status, Product, or assignees, you don't need the full form — use the Quick Actions card instead.
• The Edit button is hidden while a contact is archived. Unarchive it first to make changes.